Market Signal Briefing

TULSA, OK / ACCESS Newswire / September 30, 2025 / Jericho Energy Ventures Inc. (TSXV:JEV)(OTCID:JROOF)(FRA:JLM) ("Jericho", "JEV" or the "Company") today announced the appointment of Maggie Zhao as Interim Chief Financial Officer, replacing departing CFO Ben Holman, who will continue to advise the Company to facilitate a seamless transition. Mrs. Zhao has been a core member of Jericho's accounting and finance team since its inception and has served as Corporate Controller since 2017.

Image Credits:Fubo

10:16 AM PDT · September 30, 2025

Fubo, the popular live sports TV streaming service, announced on Tuesday that its shareholders have approved its transaction with Disney, combining Fubo with Hulu Live TV. 

Initially announced in January, the deal brings the companies closer to finalizing an agreement that is anticipated to disrupt the streaming industry by making Hulu a far bigger threat to its larger rival, YouTube. YouTube TV reportedly now has around 10 million subscribers, in large part due to is live sports-related content. Hulu Live TV and Fubo together have about 6 million subscribers, so this merger is a step towards closing that competitive gap. 

Additionally, if executed well, it could offer sports fans more flexible options. For instance, sources suggest that Fubo may be exploring the idea of introducing a new Hulu-branded package as a perk for streamers, featuring access to Disney’s trio of streaming services (Disney+, Hulu, and ESPN) at no additional cost. The company recently announced the launch of a skinny sports-only package at a lower price point.

However, the approval obtained at the Fubo shareholder meeting on Tuesday still awaits regulatory approvals, as the deal will create a larger entity and impact market competition, reducing the number of independent streaming players.

Once the transaction is finalized, Disney will own approximately 70% of Fubo. However, possibly with those regulatory approvals in mind, Fubo promises it will continue to be available to viewers as an independent offering. That said, Disney is consolidating this unit under a single leader: David Gandler, co-founder and CEO of Fubo, who will oversee the newly merged Fubo and Hulu Live TV operations.

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Lauren covers media, streaming, apps and platforms at TechCrunch.

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NEW YORK, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against SelectQuote, Inc. (“SelectQuote” or “the Company”) (NYSE: SLQT) and certain of its officers.

Class Definition

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired SelectQuote securities between September 9, 2020 and May 1, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/SLQT.

Case Details

The complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company's business, operations, and prospects. Specifically, Defendants failed to disclose: (1) that the Company was directing Medicare beneficiaries to the plans offered by insurers that best compensated SelectQuote, regardless of the quality or suitability of the insurers' plans; (2) that SelectQuote did not provide unbiased comparison shopping for Medicare Advantage insurance plans; (3) that SelectQuote received illegal kickbacks to steer Medicare beneficiaries to certain insurers and limit enrollment in competitors' plans; (4) that as a result, SelectQuote had not complied with applicable laws, regulations, and contractual provisions; (5) that SelectQuote was vulnerable to regulatory and legal sanctions as a result of its conduct, including claims that it had violated the False Claims Act; and (6) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On this news, SelectQuote's stock price fell $0.61, or 19.2%, to close at $2.56 per share on May 1, 2025, on unusually heavy trading volume.

What's Next?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/SLQT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in SelectQuote you have until October 10, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

There is No Cost to You

We represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising. Prior results do not guarantee similar outcomes.

Contact

Bronstein, Gewirtz & Grossman, LLC
Peretz Bronstein or Nathan Miller
332-239-2660 | [email protected]

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A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox.

Despite its name, Schneider Electric does not generate electricity. It is an energy management company, mixing electrification and digitization together so customers know exactly where their energy is consumed and can optimize their energy usage in real time. 

It's the largest energy management provider for data centers, which represent about a quarter of its business, and it's working with chipmaker and Wall Street powerhouse Nvidia. 

Schneider announced in June it would collaborate with Nvidia to serve the growing demand for sustainable, AI-ready infrastructure. This was a research and development partnership for power, cooling, controlling and high-density rack systems to enable the next generation of AI factories across Europe and eventually beyond. 

Then last month, Schneider announced new, highly technical and detailed data center blueprints, developed with Nvidia, that the company says will significantly accelerate construction timelines as well as help operators adopt AI-ready infrastructure. 

Get Property Play directly to your inboxCNBC's Property Play with Diana Olick covers new and evolving opportunities for the real estate investor, delivered weekly to your inbox.

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The first part of that is integrated power management and liquid cooling control systems. The second is a framework for the development of Nvidia's new Blackwell chips. 

"We make sure, at every generation they come out with, that the solution we put together will minimize the consumption of energy to power their installations," said Jean-Pascal Tricoire, chairman of Schneider Electric. "Those chips, which are powering AI or enabling AI, are chips which are consuming a lot of energy, and you need to cool them directly on the chip by bringing liquid directly on the chip."

The partnership could prove extremely lucrative, especially given Nvidia's recent $100 billion investment in OpenAI. More data centers will mean more demand not just for energy but energy management. 

"We are entering a new era of accelerated computing, where integrated intelligence across power, cooling and operations will redefine data center architectures," said Scott Wallace, director of data center engineering at Nvidia, in a release about the new Schneider designs.

In something of a positive feedback loop, AI is helping to increase energy efficiency, even as it sucks up more energy. This is not just in data centers, but in all of the built environment. 

"To make it very simple, AI can help gain in efficiency four times more than it consumes, at least four to nine times more," said Tricoire.

Power consumption was already being digitized, but it had been difficult to optimize this at scale. 

"Today, for the first time, we've got computing engines that can integrate all the complexity of what you do, what I do, what this data center is doing, what the grid can power, what this power plant can produce, what this solar rooftop can do, in real time and make sure that we consume much better at the right time, the right sort of energy. So it's a revolution of digital energy," Tricoire explained.

The proliferation of energy sources, including solar, wind, geothermal and nuclear, creates a decentralized model of energy production. This is one of the biggest changes in the market. 

"If your home is not consuming any more electricity, because you are autonomous with solar batteries, because you recharge your electric vehicle, then that means you have freed enough power to power a fraction of this data center which is close to you," Tricoire said. "All of us can become, in our enterprises, in our homes, in our daily life, in professional life, actors of this transition, which is more efficient and more sustainable."

Tricoire pointed to other geographies, like Europe, India and China, that are turning to electrification because of a lack of fossil fuels. For them, it is the only way to be more competitive. He said that will lead to further innovation in the sector and push American companies to follow suit — even despite political headwinds in the U.S. for renewable energy. 

"Companies are very pragmatic. If a solution makes money, they will go for it, right? And if, on top of it, it's better for their footprint, they will go even faster," said Tricoire. "There is so much innovation taking place today, and the cost curves of new technologies are going down so fast, that companies are adopting new ways of doing things."

Tricoire has been with the company nearly 40 years and says he has never seen the type of dramatic and swift maturity and growth in energy technology that he's seeing right now.

"I think people are completely underestimating the revolution which will happen in the field of energy in the two decades to come," said Tricoire, adding that the combination of electrification technologies, plus digitization, augmented to a whole new level by AI, creates a number of possibilities that we've never seen before. 

"And the great news is that it's not things that should be deployed in 10 years' time, 20 years' time. Those are technologies that should be or can be deployed today with a great economic return," Tricoire said. 

, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Snap Inc. ("Snap" or the "Company") (NYSE: SNAP) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN SNAP INC. (SNAP), CLICK HERE BEFORE OCTOBER 20, 2025 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

What Is The Lawsuit About? 
The complaint filed alleges that, between April 29, 2025 and August 5, 2025, Defendants failed to disclose to investors that: (1) Snap's optimistic reports of advertising growth and earnings potential fell short of reality as they relied far too heavily on Snap's ability to execute on its potential; (2) Snap was already experiencing the ramifications of a significant execution error when Defendants' claimed a lack of visibility due to macroeconomic conditions; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz,
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.

If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:

The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz,
Telephone: 310-914-5007
Email: [email protected]
Visit our website at: www.frankcruzlaw.com

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

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NEW YORK--(BUSINESS WIRE)--Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into MoonLake Immunotherapeutics (NASDAQ: MLTX) for potential violations of the federal securities laws.

Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into MoonLake Immunotherapeutics (NASDAQ: MLTX) for potential violations of the federal securities laws.

Share
If you invested in MoonLake, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/moonlake-immunotherapeutics.

Why Is MoonLake being Investigated?

MoonLake is a clinical stage biotechnology company focusing on therapies to address inflammatory skin and joint diseases. During the relevant period, MoonLake conducted highly anticipated Phase 3 VELA trials for sonelokimab, an investigational therapeutic designed to treat inflammatory diseases, in adult participants with moderate to severe hidradenitis suppurativa.

On September 29, 2025, before market hours, MoonLake reported its week 16 results of the VELA Phase 3 trials. The company reported disappointing results for both trials, calling into question the drug’s chances for regulatory approval and commercial viability. On this news, the price of MoonLake stock fell $55.75 per share, or nearly 90%, from $61.99 per share on September 28, 2025, to $6.24 per share on September 29, 2025.

Click here for more information: https://www.bfalaw.com/cases/moonlake-immunotherapeutics.

What Can You Do?

If you invested in MoonLake you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/moonlake-immunotherapeutics

Or contact:

Ross Shikowitz

[email protected]

212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/moonlake-immunotherapeutics

Attorney advertising. Past results do not guarantee future outcomes.

Amid potential near-term volatility, global growth concerns and a complex geopolitical environment, investors are likely to become more risk-averse with time, turning their attention to more stable investment strategies like value investing.

Value investing focuses on purchasing stocks that are undervalued, based on some fundamental analysis, relative to their intrinsic value. Value investors actively seek out stocks currently overlooked by the market and aim to profit by purchasing them at a discount compared to their intrinsic value.

By purchasing and holding these undervalued stocks for the long term, value investors rely on the expectation that the market will eventually recognize their true value, allowing them to reap significant rewards.

Value stocks aim to exploit market inefficiencies, investor sentiment and short-term fluctuations, offering the potential for higher returns with lower volatility than growth stocks.

The Case for Value InvestingWall Street is likely to face added economic uncertainty, as legal uncertainties around tariffs and the Supreme Court’s upcoming ruling could weigh on sentiment and trigger a negative market reaction. In this environment, value investing stands out as an attractive strategy for investor portfolios.

With Fed Chair Jerome Powell cautioning that equities appear overvalued, value investing could offer a timely and strategic advantage. Even a comment hinting at caution or challenging market expectations can trigger investor panic, leading to widespread sell-offs, ultimately hurting the market. Even so, the possibility of a downturn is enough to push risk-averse investors toward value investing.

According to CNBC, the S&P 500 took a breather from its recent rally as investors questioned the sustainability of the AI boom and whether the top AI firms have enough energy to fuel their growth plans. Rising concerns regarding the sustainability of the AI boom highlight the sector’s concentration risks and potential systemic vulnerabilities.

Investing heavily in the technology sector to capitalize on AI’s growth potential comes with increased concentration risks. If the AI-driven stock market bubble bursts, heavily tech-reliant investor portfolios may suffer significant losses. Adopting a value investing approach serves as a strong diversification option for investors seeking to safeguard their portfolios.

Value Investing Made Simple With ETFsValue investing demands patience and discipline, as determining a stock’s intrinsic value involves careful financial analysis and judgment, making the process often complex and time-intensive.

Value investing through ETFs offers investors an easy and accessible way to follow this strategy. Using Value ETFs may present an appealing alternative, simplifying the implementation of the strategy for investors.

Such ETFs focus on stocks characterized by strong fundamentals and robust financial health, which trade below their intrinsic value, representing undervaluation. They offer the potential for higher, more stable returns and lower volatility than growth and blend stocks.

Value funds act as a cushion against market volatility. Additionally, Value ETFs can serve as a source of income through dividends. Investors with a medium to long-term investment horizon are better positioned to benefit from this strategy, making it particularly suited for those focused on long-term investing.

Below, we have highlighted a few value ETFs for investors looking to implement a value investing strategy.

Investors can consider Vanguard Value ETF (VTV - Free Report) , JPMorgan Active Value ETF (JAVA - Free Report) , Avantis U.S. Large Cap Value ETF (AVLV - Free Report) , iShares Russell Mid-Cap Value ETF (IWS - Free Report) and Vanguard Small Cap Value ETF (VBR - Free Report) .

Analyst’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 FOUR 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.

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.

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.

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.

By Reuters

September 30, 20254:06 PM UTCUpdated ago

A man walks past a branch of the BBVA bank, with a poster referring to the Spanish lender's takeover bid for smaller rival Sabadell, in Bilbao, Spain, March 24, 2025. REUTERS/Vincent West Purchase Licensing Rights, opens new tab

MADRID, Sept 30 (Reuters) - The board of Spanish lender Sabadell

(SABE.MC), opens new tab on Tuesday advised its shareholders to reject BBVA's

(BBVA.MC), opens new tab improved hostile takeover bid, stating that the offer still significantly undervalued the bank, it said.

However, David Martinez, the largest shareholder on Sabadell's board with a 3.86% holding through Fintech Europe, said he would accept BBVA's recent sweetener. The bid is currently worth around 16.97 billion euros ($19.91 billion).

Sign up here.

($1 = 0.8524 euros)

Reporting by Jesús Aguado

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Image: Bigstock

Read MoreHide Full Article

Key Takeaways RCL achieved a 110% load factor in Q2, with demand boosted by new ships and close-in bookings.The fleet pipeline includes Celebrity Xcel in 2025 and seven more ships scheduled through 2028.
RCL faces rising fuel expenses and higher operating costs, pressuring profitability and margins.
Royal Caribbean Cruises Ltd. (RCL - Free Report) is capitalizing on strong demand and robust booking trends, supported by strategic innovations and the launch of segment-leading new ships. The company has emphasized strategic investments in digital platforms, fleet expansion, private destinations and enhanced guest experiences — all of which have contributed to positive customer sentiment.

Other industry players that share space with RCL, including Carnival Corporation & plc (CCL - Free Report) , Norwegian Cruise Line Holdings Ltd. (NCLH - Free Report) and OneSpaWorld Holdings Limited (OSW - Free Report) , are also benefiting from favorable market conditions and sustained demand for discretionary spending. The sector is currently experiencing heightened consumer enthusiasm, reflected in stronger booking patterns and a clear shift toward premium offerings.

However, Royal Caribbean’s prospects are somewhat hindered by the increased fuel costs and uncertain macroeconomic environment.

What Makes RCL Stock Attractive?Robust Demand: Royal Caribbean continues to benefit from extraordinarily high demand. Since the last earnings report, bookings have increased, especially for close-in sailings, which reflects consumers' rising demand for leisure travel. In the second quarter, the company achieved a load factor of 110% — two percentage points higher than last year — driven by contributions from new ships as well as like-for-like improvements across existing itineraries, reinforcing the sustained strength of demand for its brands.

Additionally, onboard spending and pre-cruise purchases continue to outpace prior years, supported by strong digital channel performance. Consumer intent remains resilient, with 75% of travelers planning to maintain or increase leisure spending over the next year and more than half booking closer to departure. Younger demographics, particularly millennials and Gen Z — now comprising over half of the customer base — are increasingly choosing cruises for milestone celebrations, reinforcing sustained demand momentum.

New Ship Addition: Royal Caribbean’s expanding fleet continues to be a key growth driver. In the near term, the company will launch Celebrity Xcel in the fourth quarter of 2025, following the recent delivery of Star of the Seas.

Looking ahead, RCL maintains a robust pipeline of seven new ships scheduled for delivery through 2028, ensuring sustained momentum and moderate capacity growth. This includes Legend of the Seas in 2026, the Icon 4, the launch of the first Celebrity River cruise ship in 2027, and finally, the seventh Oasis 7 and the next-generation Celebrity Edge-class vessel Edge 6 in 2028. These new builds are designed to lead in innovation, elevate guest experiences and align with evolving customer preferences.

Strategic Expansion of Destination: Royal Caribbean is strategically expanding its portfolio of exclusive, high-yield destinations to elevate guest experiences and further differentiate its brand offerings. The company plans to launch its Bahamas-based Royal Beach Club in late 2025, followed by Royal Beach Club Cozumel in 2026 and the large-scale Perfect Day Mexico in 2027. In addition, Royal Caribbean has strengthened its destination footprint through the completed acquisition of the Port of Costa Maya and begun development. These prime, purpose-built destinations are designed to deliver consistent long-term returns, strong yields and exceptional guest appeal.

Factors Hindering GrowthHigh Costs & Expenses: Amid ongoing market uncertainties, Royal Caribbean continues to operate with an elevated cost structure, posing risks to profitability and future earnings growth. In the second quarter of 2025, net cruise costs excluding fuel increased 2.1% year over year. While this was below prior guidance — due to the deferral of certain expenses into the second half — the financial impact remains, merely postponed. Management has confirmed that approximately 230 basis points of cost growth in the third quarter will be driven by the timing of Star of the Seas delivery and the carryover of deferred second-quarter expenses.

Looking ahead, net cruise costs excluding fuel are expected to rise by 6% to 6.5% in the third quarter, with further inflationary pressure anticipated from investments in new private destinations such as Royal Beach Club Paradise Island and the recently acquired Costa Maya port. Additionally, the company projects full-year fuel expenses of $1.14 billion, adding to overall cost challenges.

A Brief Review of Other PlayersCarnival Corporation: The company is benefiting from resilient travel demand, stronger booking trends, higher onboard spending, and disciplined cost management. Carnival is also prioritizing fleet optimization, new ship launches and targeted marketing investments to capture rising global demand. It surpassed its 2026 SEA Change financial targets 18 months ahead of schedule, with adjusted EBITDA per Average lower berth day (ALBD) growing 52% and adjusted return on invested capital (ROIC)  increasing more than 12.5% in less than two years.

Norwegian Cruise Line: The company’s prospects are supported by strong consumer demand, solid onboard spending and benefits realized from strategic growth initiatives. Bookings were strong across all three brands, driving advance ticket sales to a record $4 billion at the end of the second quarter of 2025. Also, the company's focus on fleet management strategy, including new ship additions and existing fleet enhancements, is encouraging for its long-term prospects. NCLH is investing in systems to support top-line growth.

OneSpaWorld: Strong customer demand, high onboard spending and the company's ongoing expansion of its health and wellness offerings are all contributing to its growth prospects. By extending medi-spa services, IV Therapy and Acupuncture, and next-generation treatments like Thermage FLX and CoolSculpting Elite, as well as by adding new cruise line partnerships and renewing important alliances, OSW expanded its fleet strategy and achieved over 20% growth in these areas. In the second quarter of 2025, revenues rose 7% year over year, and adjusted EBITDA was up 13% with continued strong and predictable cash flow generation.

Published in consumer-discretionary

Safety is boring—but boring can be the smartest play when markets are stretched thin. With the S&P 500 trading near record highs and the Federal Reserve cutting rates, investors should reconsider the assumption that this cycle will play out like the last. During COVID-19, rate cuts were purely stimulative, aimed at preventing deflation. Today, with inflation still hovering around 3%, the dynamics are very different.

Chewy Today

$40.19 +0.25 (+0.62%)

As of 12:13 PM Eastern

This is a fair market value price provided by Polygon.io. Learn more.

52-Week Range$26.28▼

$48.62P/E Ratio114.69

Price Target$45.84

That’s why stable, cash-generating businesses may become a preferred option for investors seeking shelter from volatility. Enter Chewy NYSE: CHWY. Its subscription-based model offers predictability, and its loyal customer base provides a foundation for consistent revenue. These are the kinds of traits that tend to shine in uncertain markets.

Get Chewy alerts:

It’s also why some analysts have already moved to raise their price targets, aiming to get ahead of a potential upside move. If Chewy ends up outperforming both its sector and the broader market, they’ll be able to say they saw it coming.

Why Wall Street Likes Chewy Stock
Within the consumer staples sector, few names are as recession-resistant as Chewy. Whether the economy is booming or shrinking, or inflation is weighing on consumer wallets, pet spending tends to hold steady. Families consistently make room in their budgets for their pets, which gives Chewy a durable revenue base.

Chewy Stock Forecast Today12-Month Stock Price Forecast:
$45.84
14.36% Upside

Moderate Buy
Based on 26 Analyst Ratings

Current Price$40.09High Forecast$52.00Average Forecast$45.84Low Forecast$40.00Chewy Stock Forecast Details

That reliability is part of the reason analysts and investors are growing more confident. The consensus price target for Chewy stock is now $45.84, implying about 16% upside from current levels. But some are even more bullish. Analyst Michael Morton from Moffett Nathanson recently issued a Buy rating with a $48 price target, suggesting a 21% upside and putting the stock within striking distance of its 52-week high.

Beyond sentiment, the numbers support the story. Chewy currently boasts a gross profit margin of 29.5% and a return on invested capital (ROIC) of 15.7%. ROIC is particularly important because it tends to correlate closely with long-term stock performance and is a key metric for evaluating how efficiently a company reinvests profits to create value.

Investors are clearly paying attention. Despite its high price-to-earnings (P/E) ratio of 113.3x—a steep premium compared to the retail sector average of 20.2x—buyers are still stepping in. That kind of premium reflects expectations of future growth, and a willingness to pay for a business with durable earnings potential. For more context, you can compare Chewy with its industry competitors.

Institutional Optimism Builds
It’s not just analysts or market multiples sending a signal—institutional capital is following suit. In August 2025, Invesco Ltd. increased its stake in Chewy by 34.7%, bringing its position to $306.3 million, or 1.7% ownership of the entire company.

While some might point to selling from BC Partners during the same period, that move is more reflective of portfolio rebalancing than waning conviction—especially after Chewy gained 18.4% year-to-date, outperforming the S&P 500 by nearly five percentage points.

This type of rebalancing is common when a large position grows oversized following a strong run. What’s more telling is what Chewy did next: the company repurchased the $500 million stake (roughly 3% of its market cap) directly from BC Partners.

Rather than simply walking away with cash, management reinvested in the business—an action that signals strong insider confidence in Chewy’s long-term value. It also supports the idea that the stock is still undervalued, reinforcing analysts' decision to raise their targets.

Should You Invest $1,000 in Chewy Right Now?Before you consider Chewy, 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 Chewy wasn't on the list.

While Chewy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Pfizer Inc (NYSE:PFE, ETR:PFE) shares jumped 3.5% after Donald Trump said the drugmaker would be the first company offering lower prices on its prescription drugs.

Under a new agreement with the White House, the company will offer "major discounts" under the "most favoured nation" drug pricing order established earlier this year. 

The President said in a video address that Pfizer would offer discounts "across the board", with between 50% and 100% off the former price sold in the country, "some cases more than that". 

Medicines will be available for direct purchase on a US government website. It was reported that Pfizer will begin selling its medications directly to consumers through a newly branded TrumpRx website.

Trump said the administration was working with other major pharmaceutical countries on similar agreements. 

The deal is aimed at aligning US drug prices with those in other wealthy countries. 

Pfizer is the first major drugmaker to publicly agree to the plan outlined in a May executive order signed by President Trump.

In addition to the pricing commitment, the company is expected to announce a $70 billion investment in US research, development and manufacturing. 

Key Takeaways NKE reports quarterly results after the close on September 30th. Shares have struggled over recent years due to muted growth. An inability to capture consumers' wants post-COVID has weighed heavily.
NIKE (NKE - Free Report) shares have experienced suboptimal price action over recent years, underperforming significantly on the back of quarterly results that have shown muted growth.

Tariff exposure has not helped sentiment either in 2025. In addition, the company has largely been unable to capture consumers’ wants, helping further explain NKE’s recent struggles.

But with the company on deck to reveal quarterly results this week – can we expect a positive showing? Let’s take a closer look.

Can Nike Shares Bounce?Weak quarterly results have been a major thorn in NKE’s side for multiple periods now, regularly dragging down sentiment. An inability to capture consumers’ wants post-COVID has been a big red flag, also attributing big to the weak sales growth.

Below is a chart illustrating the company’s sales on a quarterly basis.

Image Source: Zacks Investment Research

Positive commentary surrounding upcoming periods was enough for the stock to enjoy a nice post-earnings rise following its latest release, but results were primarily soft. Sales of $11.1 billion throughout the period fell 12% YoY, whereas its gross margin contracted to 40.3% vs. 44.7% in the same period last year.

Below is a chart illustrating the company’s margins on a quarterly basis. Please note that the values are calculated on a trailing twelve-month basis.

Image Source: Zacks Investment Research

Headwinds that are expected to moderate in the coming periods, according to CEO Matthew Friend, help explain the surge post-earnings, perhaps indicating that the ‘worst’ may be over. EPS revisions for the quarter have been stable, with the current $0.60 Zacks Consensus EPS estimate reflecting a 60% year-over-year decline.

Revenue revisions have actually shown a nice chunk of positivity, with the $11.0 billion expected getting revised 0.5% higher over the last several months. Sales are expected to decline 5% year-over-year, reflecting another period of soft sales.

Image Source: Zacks Investment Research

Still, it’s worth noting that while the YoY sales growth rate is expected to be negative, the forecasted decline is vastly improved relative to other recent periods of -12%, -9.3%, and -7.7% across its last three periods, respectively.

And the stock certainly doesn’t reflect a strong value proposition right now, further reinforced by its Style Score of ‘D’ for Value. Shares presently trade at a 35.1X forward 12-month earnings multiple, well above the 30.8X five-year median and reflecting a 50% premium relative to the S&P 500.

Image Source: Zacks Investment Research

Bottom Line

NIKE (NKE - Free Report) has found itself in a tough position post-COVID, struggling to capture consumers’ wants and facing declining sales as a result. The stock is currently a Zacks Rank #4 (Sell), warranting deserved caution.

It currently seems that investors would be better off staying away from shares until we see positive guidance, which could come following its release this week. But over recent years, the company has struggled to right the ship.

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NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Barinthus Biotherapeutics plc (NASDAQ: BRNS) and Clywedog Therapeutics, Inc. is fair to Barinthus shareholders. Under the terms of the agreement, Barinthus shareholders will receive one share of common stock in the new combined company for each American Depositary Share or ordinary share owned, and Clywedog shareholders will receive 4.358932 shares of common stock in the new combined company for each common or preferred share owned.

Halper Sadeh encourages Barinthus shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].

The investigation concerns whether Barinthus and its board violated the federal securities laws and/or breached their fiduciary duties to shareholders by failing to, among other things: (1) obtain the best possible consideration for Barinthus shareholders; and (2) disclose all material information necessary for Barinthus shareholders to adequately assess and value the merger consideration.

On behalf of Barinthus shareholders, Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures and information concerning the proposed transaction, or other relief and benefits. We would handle the action on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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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.

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.

PLTR Gotham fuses AI, security and real-time analytics to transform decision-making across defense, finance, and healthcare.

Key Takeaways Paychex Q1 earnings rose 5.2% y/y to $1.22 per share, beating estimates.Revenues climbed 16.8% to $1.5B, boosted by Management Solutions and client gains.EBITDA rose 12% to $656.3M, while the operating margin fell 630 basis points to 35.2%.
Paychex, Inc. (PAYX - Free Report) has reported impressive first-quarter fiscal 2026 results, wherein earnings and revenues beat the Zacks Consensus Estimate.

PAYX’s fiscal first-quarter earnings of $1.22 per share beat the Zacks Consensus Estimate by a slight margin and increased 5.2% from the year-ago quarter. Total revenues of $1.5 billion surpassed the consensus estimate marginally and rose 16.8% from the year-ago quarter.

The company’s shares have declined 8.7% in a year compared with the 35.4% and 18.9% respective rallies of the industry and the Zacks S&P 500 composite.

PAYX’s Quarterly PerformanceRevenues from the Management Solutions segment improved 21% year over year to $1.2 billion, meeting our estimate. An increase in the number of clients served, fueled by the Paycor buyout and the addition of client worksite employees for Human Resources Solutions, benefited this segment. The segment received an additional boost from higher revenues per client on the acquired company’s upmarket client base, price realization and product penetration.

Professional employer organization (“PEO”) and Insurance Solutions’ revenues were $329.1 million, up 3% from the year-ago quarter. The figure beat our estimate of $339 million. The rising number of average PEO worksite employees and PEO insurance revenues fueled this segment.

Service revenues gained 17% year over year to $1.5 billion, meeting our projected $1.5 billion. Interest on funds held for clients rose 27% from the year-ago quarter to $47.6 million, missing our estimation of $41.2 million.

EBITDA of $656.3 million increased 12% from the year-ago quarter, surpassing our estimate of $631.4 million. Operating income dipped 1% year over year to $541.9 million, missing our projection of $589.9 million. The operating margin was 35.2%, down 630 basis points from the year-ago quarter. The reported figure missed our estimate of 38.4%.

Balance Sheet & Cash Flow of PaychexThe company exited the first quarter of fiscal 2026 with cash and cash equivalents of $809 million compared with $1.6 billion in the preceding quarter. The long-term debt totaled $4.6 billion compared with $4.5 billion in the fourth quarter of fiscal 2025.

Cash generated from operating activities amounted to $718.4 million, while the capital expenditure totaled $55.9 million.

PAYX’S FY26 GuidancePaychex expects revenues to grow 16.5-18.5%. Management expects $190-$200 million in interest on funds held for clients.

The company carries a Zacks Rank #4 (Sell) at present.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings SnapshotsAccenture plc (ACN - Free Report) reported impressive fourth-quarter fiscal 2025 results.

ACN’s earnings were $3.03 per share, beating the Zacks Consensus Estimate by 1.7%. The metric increased 8.6% from the year-ago quarter. Total revenues of $17.6 billion beat the consensus estimate by 1.6% and rose 7.3% on a year-over-year basis.

FactSet (FDS - Free Report) posted mixed results for the fourth quarter of fiscal 2025.

FDS’s earnings per share of $4.05 missed the consensus mark by 2.4% but increased 8.3% from the year-ago quarter. Revenues of $596.9 million beat the Zacks Consensus Estimate by a slight margin and 6.2% from the year-ago quarter.

Amazon on Tuesday unveiled a slew of new smart speakers and voice-activated displays that are revamped with Alexa+, its personal assistant that's powered by generative artificial intelligence.

The company debuted the Echo Dot Max, a revamped version of its compact smart speaker, which costs $99.99. There's also a new version of the Echo Studio, its larger model with a more powerful speaker, priced at $219.99.

Amazon also unveiled a new Echo Show 8 and Echo Show 11, priced at $179.99 and $219.99, respectively.

This is breaking news. Please refresh for updates.

NEWTON, Mass.--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT), (“Informa TechTarget”), a leading growth accelerator for the B2B Technology sector, today announced that it has once again been recognized as a Leader in Account-Based Marketing (ABM) by QKS Group (formerly Quadrant Knowledge Solutions), a leading independent global analyst and consulting firm. Informa TechTarget is ranked among 12 global ABM vendors, underscoring the company’s comprehensive products and services, actionable insights and expansive global ABM customer base.

QKS Group’s SPARK Matrix™: Account Based Marketing (ABM) Platforms, Q3 2025 report includes a detailed analysis of the global market regarding short-term and long-term growth opportunities, emerging technology trends, market dynamics, and outlook. This research provides strategic information for technology vendors looking to better understand the existing market, support growth strategies, and for users to evaluate vendors’ capabilities, competitive differentiation, and market position.

Informa TechTarget is recognized in the report for several key strengths, including:

Comprehensive ABM platform capabilities the unify data, analytics, and activation to support full-funnel ABM execution

Robust and recently expanded market-leading intent data sourced from first-party engagements, enabling more precise signals across several thousand topics and more than 200 market segments

Precise and scalable go-to-market program enablement

Managed services such as custom content creation, campaign orchestration and GTM support

Continued growth in the global ABM market

“We are proud to once again be recognized as a Leader in the SPARK Matrix,” said Gary Nugent, CEO at Informa TechTarget. “This recognition underscores the power of our proprietary intent data and our ability to help customers drive measurable business results across the entire product lifecycle. As ABM has consistently grown increasingly central to global go-to-market strategies, we remain committed to empowering marketing and sales teams to achieve deeper engagement to drive more revenue.”

The SPARK Matrix specifically notes the power and expanded capabilities of Informa TechTarget formed through the December 2024 combination of the digital properties of Informa Tech and TechTarget. The report specifically highlights Informa TechTarget’s ability to deliver end-to-end ABM value, including high-quality first-party intent data, flexible self-service and managed service options, and a global customer base across company sizes and regions. With its proven mix of data, technology, and expertise, Informa TechTarget continues to help B2B organizations worldwide optimize engagement and accelerate pipeline impact.

According to the report, “The merger between TechTarget and Informa unlocks an exciting opportunity to create a more powerful, unified data ecosystem. By combining TechTarget’s real-time behavioral intent data with Informa’s rich industry research, the merged entity will offer unmatched depth and breadth in audience insights…Additional initiatives such as launching new vertical segments, mining offline intent, AI-driven content recommendations, and expanding strategic partnerships demonstrate new avenues to strengthen all technology and service offerings by Informa TechTarget holistically.”

To view the full report, visit: https://www.informatechtarget.com/research-analysis/spark-matrix-for-account-based-marketing-platforms-2025/

About QKS Group

QKS Group is a global analyst and advisory firm helping enterprises, technology vendors, and investors make trusted, data-driven decisions. Our portfolio spans the flagship SPARK Matrix™ evaluation framework, SPARK Plus™ analyst advisory platform, QKS Intelligence™ for market and competitive tracking, and QKS Community™ for CXO leaders and practitioners. All offerings are powered by a Human-Intelligence–driven framework and QKS’s closed-loop research methodology - integrating expert-led insights, quantitative modelling, and continuous validation to deliver credible, outcome-focused intelligence.

For more available research, please visit https://qksgroup.com/

About Informa TechTarget

Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific websites and over 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market.

Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.

Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.

© 2025 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners.

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SummaryFidelity High Dividend ETF offers a balanced blend of high yield and dividend growth, with a 3.1% yield and strong capital appreciation potential.FDVV's portfolio is skewed toward large-cap stocks, including NVDA, MSFT, and AAPL, providing both stability and growth exposure.FDVV has outperformed SCHD and major indices in total returns over the past five years, aided by its tech exposure and low turnover.Rated as a "Buy" for its attractive yield, growth tilt, low fees, and ability to outperform while trading below the market multiple. PM Images/DigitalVision via Getty Images

Introduction ETF time today. The reason is simple. As some know, I run a public portfolio on eToro that can be copied and tracked. This summer, I increased my cash position to around 30% for two reasons: I wanted to have some dry powder to deploy opportunistically; cash

Analyst’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 FDVV 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.

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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Loveland to Lead Customer Success and Value Initiatives

, /PRNewswire/ -- Procare Solutions, a leader in child care management software, announced the appointment of Sam Loveland as Chief Customer Officer. In this role, Loveland will be responsible for advancing the customer experience and enabling early childhood education providers to maximize the benefits of Procare.

Sam Loveland will be responsible for advancing the customer experience and enabling early childhood education providers to maximize the benefits of Procare.

Loveland brings extensive experience in building world-class customer organizations at leading software-as-a-service companies. Most recently, she served as Chief Customer Officer at Salesloft, where she oversaw customer success and renewals, professional services, alliances, support and training. Before Salesloft, she led ServiceNow's Customer Success organization, managing a 500-member global team focused on driving product adoption and customer value.

"Procare stands at the heart of the child care ecosystem, reshaping how centers operate and thrive. I'm excited to help our customers fully harness the power of Procare to help them achieve maximum value while delivering an outstanding customer experience."

Throughout her career, Loveland has held leadership positions at market-leading companies including Salesforce, Yammer (Microsoft) and FinancialForce, where she managed critical functions such as professional services, customer success, renewals, support and training. She also spent more than eight years at Deloitte Consulting, specializing in customer relationship management strategy and processes. Her career began as a software developer for large, global financial institutions.

"We are thrilled to welcome Sam as our Chief Customer Officer," said Joe Gomes, CEO of Procare Solutions. "Her customer-focused mindset aligns with our commitment to deliver solutions that strengthen connections between center directors, staff and families. With her proven expertise in building customer success programs, Sam will play a key role in supporting our expanding community of early childhood educators across the nation."

Loveland's appointment comes as Procare Solutions continues to grow its presence in the child care industry by helping child care leaders streamline operations, enhance family communication and maintain regulatory compliance.

She holds a Bachelor of Arts in quantitative economics from the University of California San Diego and an MBA from Columbia University.

About Procare Solutions 

For over 30 years, Procare Solutions has been dedicated to empowering early childhood educators by providing products and services that enable them to focus on the care, safety and education of children. 

We recognize the responsibility that comes with nurturing and educating children, which is why our child care management solutions are designed to automate business processes, help ensure safety and compliance, communicate with families and provide educational resources and training to help teachers and children thrive. 

Over 40,000 satisfied customers have chosen Procare Solutions as their trusted partner in providing exceptional care for young minds.

Procare Solutions is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500 and Fortune 1000. For more information, please visit ProcareSolutions.com.

SOURCE Procare Solutions

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Key Takeaways C3.ai's Q1 fiscal 2026 revenues fell 19% to $70.3M, hurt by softer license demand and leadership shifts.About 60 large-scale engagements and its Agentic AI platform highlight C3.ai's generative AI positioning.A new Strategic Integrator Program aims to expand adoption through systems integrators and OEM partners.
C3.ai, Inc.’s (AI - Free Report) first-quarter fiscal 2026 results may not have inspired confidence on the surface, but its positioning in the generative AI race tells a more nuanced story. During the quarter, revenues declined year over year by 19% to $70.3 million, reflecting softer demand for demonstration licenses and disruption caused by organizational changes and leadership transitions.

However, the company did not get discouraged from the weak start to its fiscal 2026; rather, it remains optimistic about the robust trends across the globe for AI-based solutions. At the end of the fiscal first quarter, C3.ai was involved with about 60 large-scale customer engagements in state and local government, in defense, intelligence and manufacturing. The company shares optimism about its success rate on LLM projects, thanks to its integrated offering of generative AI with the C3 Agentic AI platform. This amalgamated product offering allows it to look into and solve several issues related to generative AI-based solutions, including data exfiltration, cybersecurity risk, hallucination, the inability to enforce data access controls and the inability to take advantage of omni-modal integration.

Moreover, the company’s new Strategic Integrator Program further extends its platform into the hands of systems integrators and OEMs, potentially accelerating adoption at scale. This initiative enables partners to design and deliver industry-specific applications, extending the reach of C3.ai’s technology into defense, intelligence and commercial sectors. Early response to the program has been positive, positioning it as a potential growth channel.

If C3.ai’s technology and partnerships translate into consistent growth, the company could emerge as a long-term winner in the global generative AI landscape.

Does C3.ai Face Competition in the Generative AI Market Space?C3.ai faces substantial competition in the generative AI space from key market peers, including BigBear.ai Holdings, Inc. (BBAI - Free Report) and Palantir Technologies Inc. (PLTR - Free Report) .

C3.ai has doubled down on industry-specific, production-ready AI applications and a deep strategic alliance with Microsoft, which accelerates go-to-market and integration into large enterprise stacks.

On the other hand, BigBear.ai occupies the narrower end of the spectrum, highlighting highly mission-oriented AI solutions aimed at defense and national-security customers, where domain specialization and government contracting relationships are primary advantages. Palantir leverages a platform-first approach, Foundry and its services-led model to unify jumbled, high-value datasets and embed AI into complex operational decision flows. Through this platform strength, Palantir wins large government and industrial deals and recent strategic partnerships underscore its scale and defense/critical-infrastructure traction.

Thus, C3.ai is well-positioned for broad enterprise generative-AI adoption thanks to partners and packaged offerings, but it does not enjoy a one-size-fits-all dominance over Palantir’s platform moat or BigBear.ai’s defense specialization.

Published in artificial-intelligence tech-stocks

Key Takeaways Flex launched a rack-level Cooling Distribution Unit through its liquid cooling arm JetCool.The modular CDU scales from 600 kW to 1.8 MW while reducing energy waste and operating costs.Flex targets $6.5B in data center revenue, up 35% year over year, despite macro and tariff headwinds.
Flex Ltd. ((FLEX - Free Report) ) recently unveiled its Modular Rack-Level Cooling Distribution Unit (CDU), developed by its liquid cooling subsidiary, JetCool. This new solution is available immediately and represents the latest addition to Flex’s expanding cooling portfolio. Also, it underscores Flex’s broader strategy to provide comprehensive, vertically integrated cooling infrastructure for next-generation data center needs. Moreover, Flex plans to release a dedicated in-row CDU by April 2026, showcasing its long-term commitment to offering a complete range of scalable cooling solutions.

A key feature of Flex’s new CDU is its modular architecture. With the advent of AI, HPC and hyperscale workloads, data centers require cooling systems that scale efficiently without driving up costs or wasting energy. Its features directly address the core issues of today’s data center operators: scalability, efficiency, flexibility and ease of integration.

Key Features of Flex’s Modular Rack-Level CDUThe state-of-the-art CDU supports configurations of 2 to 6 CDUs per rack, ranging from 600 kW to 1.8 MW of cooling and operates at 1–1.5 LPM/kW. This ensures compatibility with a wide range of hardware and workload intensities, preserving valuable rack space to maximize compute density per floor tile. In addition, it allows mixed configurations of CDUs, servers and storage, all managed with intelligent manifolding and matches cooling output to real-time demand, reducing waste and cutting operating costs.

Another differentiator is its vertically integrated approach to liquid cooling. Flex’s liquid cooling portfolio is designed for seamless scalability and ease of operation, offering a complete end-to-end solution tailored to modern data center needs. By standardizing design elements across its CDU range and producing them in-house, Flex streamlines vendor management, shortens deployment timelines and guarantees uniform quality.

This vertical integration also streamlines procurement and maintenance, enabling operators to roll out high-performance cooling more quickly and with reduced risk. FLEX anchors its integrated approach with robust warranty coverage and worldwide support. By designing, testing and manufacturing every component in-house, the company streamlines deployment and reduces vendor dependencies, enabling customers to transition from planning to implementation more quickly and with greater confidence.

Flex Targets Rapid Growth in Data Center MarketFlex is expanding aggressively into the high-growth data center market. In the cloud, it delivers vertically integrated IT hardware and infrastructure solutions, including metal fabrication, custom rack assembly and advanced direct-to-chip liquid cooling. In power, its portfolio spans the full stack, from board-level power modules that regulate chip-level performance to facility-scale modular power pods.

Recently, FLEX’s subsidiary, FLEX Power Modules, announced a partnership with Renesas to develop next-generation board-mounted power management solutions. Flex Power Modules, a global leader in advanced power conversion solutions, brings scalable data center manufacturing capabilities, innovative power and cooling products, and end-to-end lifecycle services.

It remains on track to generate approximately $6.5 billion in revenues from data centers, indicating year-over-year growth of at least 35% and accounting for 25% of its total revenues.

Macro Turbulence Pose ConcernsFlex faces headwinds from an uncertain macroeconomic environment and shifting trade policies. The company expects to incur tariff-related costs from sourcing raw materials in China and other impacted regions, which it plans to pass on to customers. Nevertheless, these tariffs could affect cash flow timing and put slight pressure on margins. While Flex is implementing proactive pricing measures to offset these impacts, tariffs remain a notable challenge to overall performance.

For fiscal 2026, the company expects most tariff costs to be passed through, backed by strong contractual protections. In the Agility Solutions segment, indirect tariff exposure in the Lifestyle unit could influence consumer sentiment. It also faces intensifying competition, which can negatively impact contract wins and hurt top-line growth.

How FLEX’s Peers are Placed in the Broader Tech SpaceSt. Petersburg, FL-based Jabil Inc. ((JBL - Free Report) ) is one of the largest global suppliers of electronic manufacturing services. Jabil’s revenue is poised to gain from robust demand in AI data center infrastructure, capital equipment and warehouse automation markets. Over the long term, the company stands to benefit from the widespread adoption of 5G and cloud computing. Strong demand across key end markets, coupled with efficient operations and effective supply chain management, is supporting growth. Jabil’s diverse portfolio across multiple business sectors also provides resilience against macroeconomic and geopolitical uncertainties.

However, Jabil faces headwinds from softness in several end markets. Increased competition in the electronics manufacturing services sector and reliance on concentrated customers remain key challenges.

Ontario, Canada-based Celestica ((CLS - Free Report) ) is one of the largest electronics manufacturing services companies in the world, primarily serving original equipment manufacturers, cloud-based and other service providers and enterprises from several industries.

The growing proliferation of AI-based applications and generative AI tools across industries presents a solid growth opportunity for Celestica. Its focus on product diversification and increasing its presence in high-value markets is positive. CLS’ strong liquidity better positions it to navigate economic downturns and capitalize on emerging growth opportunities in the electronics manufacturing service industry. Backed by robust demand for networking products and growing AI-driven data center investments across industries, Celestica presented a bullish outlook for 2025. It currently anticipates 2025 revenues to be approximately $11.55 billion, up from the previous projection of $10.85 billion. Non-GAAP adjusted earnings are expected to be $5.50 per share, up from the previous view of $5.00.

However, Celestica faces stiff competition from industry giants like Foxconn, Jabil, Flex Ltd. and Sanmina Corporation. Apart from this, several smaller companies operating at a regional level also intensify competition. Persistent weakness in the ATS segment over the past few quarters is an added concern.

Olathe, Kansas-based Garmin, Ltd. ((GRMN - Free Report) ) is an original equipment manufacturer (OEM) of navigation and communication equipment that incorporates the global positioning system (GPS)-based technology. Garmin is seeing robust growth in both its Fitness and Auto OEM segments. The Fitness segment is fueled by strong demand for advanced wearables, while Auto OEM revenue benefits from higher shipments of domain controllers. Additional growth in the Aviation, Marine and Outdoor segments adds further upside. Rising demand in the Americas and EMEA regions also supports performance. Garmin’s ongoing emphasis on innovation, diversification and market expansion across all business lines is notable.

However, macro headwinds, a slowing economy, increasing competition and pricing pressures continue to hurt on its performance.