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Should Investors Hold or Fold Oracle Stock at a P/E Multiple of 36.7X?
ZACKS· 2025-08-14 00:51
Key Takeaways Oracle stock trades at 36.7x P/E, well above its 10-year average of 26.8x.ORCL's cloud infrastructure revenues surged 52% with growth expected to accelerate to 70%+ in fiscal 2026.High valuation leaves little room for error despite strong AI partnerships and cloud positioning.Oracle (ORCL) stands at a critical juncture as its stock trades at a price-to-earnings multiple of 36.7 times, significantly above its historical average of 26.8 times over the past decade, and the Zacks Computer-Software ...
H&R Block's Q4 Earnings Miss Estimates, Improve Year Over Year
ZACKS· 2025-08-14 00:45
Key Takeaways HRB's Q4 EPS of $2.27 missed estimates but rose 20.1% year over year.Revenues grew 4.6% to $1.11B, led by 5% U.S. tax preparation growth.FY26 outlook sees $3.88B-$3.90B revenues and EPS of $4.85-$5.00.H&R Block, Inc. (HRB) reported mixed results in the fourth quarter of fiscal 2025, with earnings missing the Zacks Consensus Estimate and revenues beating the same.HRB reported adjusted earnings (adjusting 7 cents from non-recurring items) of $2.27 per share, which lagged the Zacks Consensus Esti ...
CoreWeave's Q2 Loss Narrows Y/Y, Revenues Up, Stock Down
ZACKS· 2025-08-14 00:45
Key Takeaways CoreWeave Q2 loss per share was $0.60, improving from $1.62 a year earlier.Revenue hit $1.21B, up 207% year over year, beating Zacks estimates by 12.5%.Backlog grew 86% to $30.1B, driven by OpenAI expansion and hyperscaler deals.CoreWeave, Inc. (CRWV) reported a second-quarter 2025 loss per share of 60 cents compared with a loss of $1.62 in the year-ago quarter.Adjusted net loss for the quarter was $131 million compared with $5 million a year ago.The Zacks Consensus Estimate was pegged at a lo ...
Is Lucid Ready to Deliver on Its 2026 Midsize EV Launch?
ZACKS· 2025-08-14 00:45
Key Takeaways Lucid plans to unveil its midsize EV platform next year, with production set for late 2026.The first model will debut the Atlas Powertrain, promising high efficiency at lower cost.Models will start near $50K, including a midsize SUV and sedan.Lucid Group’s (LCID) midsize platform, which is designed to underpin a more affordable line of vehicles compared to its luxury-centric models like the Air and Gravity, presents a key opportunity for the company to expand its addressable market, strengthen ...
Will Domestic Partnerships Secure Lucid's Supply Chain Future?
ZACKS· 2025-08-14 00:45
公司表现与生产目标 - Lucid Group第二季度生产3863辆汽车 较2024年同期的2110辆增长83% [1] - 公司将2025年产量目标从20000辆下调至18000-20000辆区间 反映供应链挑战持续存在 [1] - Rivian Automotive同期产量从9612辆下降至5979辆 降幅达38% 主要受贸易政策导致的供应链复杂化影响 [5] 供应链战略与合作伙伴 - Lucid重申美国本土制造承诺 以应对关税和地缘政治问题 [2] - 与Graphite One达成天然/合成石墨采购初步协议 预计2028年启动 补充2024年4月签署的非约束性供应协议 [2] - 通过Alaska Energy Metals获取镍资源 提升车辆续航和电池寿命 降低钴依赖度 [3] - 采用Electric Metals USA的锰材料 开发长续航高性能电动车同时保障电池安全 [3] - 与RecycLiCo合作推进关键矿物精炼 强化储能能力和本土材料采购 [4] - 通用汽车与Noveon Magnetics签订钕磁铁多年供应协议 用于全尺寸卡车和SUV 7月已开始交付 [6] 财务与估值指标 - Lucid股价年内下跌24.8% 跑输行业14.4%的跌幅 [7] - 公司远期市销率达3.02倍 高于行业平均2.72倍 显示估值偏高 [10] - 2025年EPS共识预期过去7天下调4美分 2026年预期过去30天下调1美分 [11] - 最新季度(2026年9月)EPS预期为-0.25美元 与60天前持平 但较7天前-0.26美元有所上调 [12]
Why Heritage Financial (HFWA) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-08-14 00:45
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend ...
Why Norwood Financial Corp. (NWFL) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-08-14 00:45
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric tha ...
Why Zions (ZION) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-08-14 00:45
投资策略 - 收益型投资者主要关注从流动性投资中产生持续现金流[1] - 股息是公司盈利分配给股东的重要方式,长期回报中股息贡献占比常超过三分之一[2] 公司概况 - Zions总部位于盐湖城,本年度股价下跌2.01%[3] - 当前股息为每股0.43美元,股息收益率3.24%,高于行业平均3.1%和标普500的1.5%[3] 股息增长 - 公司年度股息1.72美元,较去年增长3.6%[4] - 过去5年股息年均增长5.20%,其中3年实现同比增长[4] - 当前派息率为31%,即支付了最近12个月每股收益的31%作为股息[4] 盈利展望 - 2025年每股收益预期为5.78美元,同比增长16.77%[5] - 公司具备强劲的盈利增长潜力[5] 行业比较 - 大型成熟企业通常被视为最佳股息选择,而高增长企业或科技初创企业较少提供股息[6] - 高股息收益率股票在利率上升期可能面临压力[6] - Zions不仅股息吸引力强,还获得Zacks最高评级"强力买入"[6]
Cadence (CADE) Could Be a Great Choice
ZACKS· 2025-08-14 00:45
Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yi ...
Akamai and LevelBlue Launch Managed Web App, API Protection Services
ZACKS· 2025-08-14 00:41
Key Takeaways Akamai and LevelBlue debut a managed WAAP service to boost web app and API security.The service offers AI threat detection, DDoS mitigation and 24/7 WAAP specialist support.Akamai sees growing demand for API security, cloud services and Guardicore driving growth.Akamai Technologies, Inc. (AKAM) has teamed up with LevelBlue to enhance web application and API (application programming interface) security with the launch of LevelBlue’s Managed Web Application and API Protection (WAAP) service. The ...