Cameco (CCJ) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Earnings Estima ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. For AU, shares are up 4.91% over the past w ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

公司动态 - 公司正在通过AI集成快速提升其身份安全平台的能力，新增了CyberArk Secure AI Agents Solution和CORA AI两项功能[1] - Secure AI Agent解决方案旨在保护企业客户部署的AI代理免受提示注入、凭证泄露和权限滥用等威胁，CORA AI作为智能引擎嵌入该解决方案[2] - 通过整合CORA AI和Secure AI Agents，公司平台能够保护人类、AI和机器的全频谱身份，包括劳动力访问、IT系统、开发环境、终端、AI代理以及证书和工作负载访问[3] - 公司订阅ARR在2025年第一季度同比增长65%，预计2025年收入将达到13.13-13.23亿美元，同比增长31.89%[4][5] 财务表现 - 公司2025年和2026年的Zacks共识盈利预期分别同比增长25.41%和25.76%，且过去30天内这两年的盈利预期均被上调[12] - 公司当前季度(6/2026)盈利预期为0.79美元，下一季度(9/2025)为0.90美元，2025年全年为3.81美元，2026年为4.79美元[13] - 公司股票年初至今上涨19.8%，略低于行业20.2%的涨幅，其远期市销率为13.66倍，低于行业平均的14.54倍[9][11] 行业竞争 - 身份安全和访问管理行业还包括CrowdStrike和Okta等竞争者，它们也在产品中实施AI技术[6] - Okta通过Okta AI提供身份威胁防护，利用AI和机器学习实时检测各种身份攻击[6] - CrowdStrike通过Charlotte AI和Charlotte AI Agentic Workflows等AI副驾驶增强其身份安全平台[7] - 2024-2029年身份安全和访问管理市场预计将以8.4%的复合年增长率增长，为所有参与者提供充足发展空间[8]

Key Takeaways AFRM grew active merchants 23% YoY in fiscal 3Q 2025, reaching around 358,000 partners. GMV surged 36% YoY to $8.6B in fiscal 3Q 2025, with FY25 GMV forecasted at $35.7-$36B. Merchant network revenues rose 34.3% YoY, backed by key partnerships and product enhancements.Affirm Holdings, Inc. (AFRM) is primarily focusing on growth and merchant expansion. It is strengthening its position in the competitive market of Buy Now Pay Later (BNPL) through merchant adoptions on its platform. The company ...

Key Takeaways GOOGL adds AI tools to Pixel, Photos, Search, and Cloud, boosting device shipments and user engagement. Alphabet shares rose 11.2% in a month, outpacing Apple, Microsoft, and Amazon amid AI-fueled momentum. AI Overview, Circle to Search, and NVIDIA GPU deals are driving growth in Search and Google Cloud.Alphabet (GOOGL) is adding new features to Pixel, including the new VIPs widget, stickers on Gboard with Pixel Studio (using Generative AI), improved photography skills, AI-powered editing in ...

Key Takeaways PONY shares fell 29.5% in 30 days after surging more than 245% from mid-April to mid-May 2025. The company plans to grow its robotaxi fleet to over 1,000 vehicles by the end of 2025. PONY's local sourcing and key partnerships help shield it from tariff risks and supply shocks.Pony AI (PONY) , an autonomous-driving company based in Guangzhou, China, has seen its shares tumble 29.5% over the past 30 days, faring worse than the Zacks  Transportation - Equipment and Leasing industry’s 1.4% decli ...

Key Takeaways NFLX will invest Euro 1B in Spain by 2028 to expand EMEA operations and produce local original content. Spain is now a global content hub for Netflix, with above 1,000 Spanish titles and strong viewing traction. NFLX International markets drove 44% of Q1 revenues, with EMEA and APAC growth of 15% and 23%, respectively.Netflix (NFLX) relies heavily on its international business as a key growth driver. In the first quarter of 2025, revenues rose 12.5% year over year, largely driven by strong i ...

Key Takeaways ServiceNow launched Core Business Suite to automate finance and supply chain workflows using AI. Core Business Suite extends the Now platform without replacing existing ERP systems. NOW's Q1 subscriptions hit $3.01B, up 20% YoY, with 508 customers generating over $5M in ACV.ServiceNow’s (NOW) enterprise workflow automation suite has been gaining traction as enterprises increasingly adopt digital tools to streamline operations across departments. Through the Now platform, ServiceNow supports ...

Key Takeaways Cloudflare projects 2025 revenues of $2.09B, up 25.4% year over year, driven by its CDN platform growth. Akamai's delivery revenues have declined for 17 straight quarters, raising concerns about its CDN business. NET shares are up 66.9% YTD, while AKAM has dropped 18.3%, reflecting diverging investor sentiment.Cloudflare (NET) and Akamai Technologies (AKAM) are both established players in the content delivery network (CDN) market. Both Cloudflare and Akamai are expected to gain from the rapi ...