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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
投资策略 - 投资者偏好通过股票、债券、ETF等证券获取高回报,而收益型投资者更关注流动性投资产生的持续现金流 [1] - 现金流来源包括债券利息、其他投资收益及股息,股息作为公司盈利分配给股东的部分常以股息收益率衡量 [2] - 学术研究表明股息在长期回报中占比显著,许多情况下贡献超过总回报的三分之一 [2] 公司财务表现 - Norwood Financial Corp (NWFL) 今年股价下跌7.26%,当前股息为每股0.31美元,股息收益率达4.91%,显著高于行业均值2.69%和标普500的1.5% [3] - 公司年度股息1.24美元,较去年增长3.3%,过去5年股息年均增长4.67%,累计上调股息5次 [4] - 当前派息率为57%,即过去12个月EPS的57%用于分红,未来股息增长取决于盈利增长和派息率 [4] 盈利预期与投资价值 - 2025年Zacks一致预期EPS为2.68美元,预计同比增幅达38.86% [5] - 公司兼具高股息特性(收益率4.91%)和Zacks 1(强力买入)评级,在利率上升周期中提供防御性投资机会 [6] 行业对比 - 银行业-东北地区平均股息收益率为2.69%,标普500整体为1.5%,公司4.91%的收益率显著领先 [3] - 成熟大型企业通常更可能稳定分红,高增长企业或科技初创公司较少提供股息 [6]
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 ...
MRVL vs. ALAB: Which AI-Connectivity Stock is a Better Buy?
ZACKS· 2025-08-14 00:41
Key Takeaways Marvell's AI-data center and optical interconnect growth fuel a strong revenue and earnings Astera Labs' PCIe 6.0 switches, AI partnerships, and R&D boost its data center connectivity YTD, ALAB shares rose 45.3% while MRVL fell 29.5%, with ALAB trading at a higher forward sales multiple.Marvell Technology (MRVL) and Astera Labs (ALAB) are two semiconductor giants that specialize in networking products and AI connectivity. While MRVL plays a key role in the custom silicon and data center connec ...
XP vs. SOFI: Which Stock Is the Better Value Option?
ZACKS· 2025-08-14 00:41
Investors with an interest in Financial - Miscellaneous Services stocks have likely encountered both XP Inc.A (XP) and SoFi Technologies, Inc. (SOFI) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revi ...