The Zacks Cable Television industry players are focusing on bundled offerings and on-demand programming to counter challenges from cord-cutting as consumers shift away from traditional pay-TV options, including cable TV and satellite TV, to over-the-top streaming services with innovative content. The industry is evolving by leveraging its broadband infrastructure to meet changing consumer preferences and balancing traditional cable services with new streaming options to maintain relevance in the rapidly cha ...

Key Takeaways IPO activity has fluctuated big post-pandemic. Over the last year, CoreWeave and Circle have both debuted. Both stocks are up big since their debut, an overall positive message concerning investor sentiment. IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment.But the tide has shifted positively over the past year, with several notable IPOs hitting the market, inc ...

Key Takeaways CRDO expects FY26 revenues to exceed $800M, up from $437M in FY25 on AI-driven demand. AEC growth surged in Q4, boosted by data center use and reliability edge over laser-based optical solutions. Retimer and optical businesses also delivered strong FY25 revenue performanceCredo Technology Group Holding Ltd (CRDO) has set an ambitious tone for fiscal 2026, guiding revenues of more than $800 million compared with $437 million reported in fiscal 2025. Fiscal 2025 revenues rose 126% year over ye ...

Key Takeaways Ford Pro delivered $1.3B EBIT while Model e and Ford Blue underperformed in the latest quarter. The segment boasts a 40% North American share and 675K software subscribers with strong ARPU growth. Ford Pro's capital-efficient, sustainable model sets the benchmark for Ford's other business segments.U.S. auto giant Ford Motor Company (F) runs three business segments — Ford Pro, Model e and Ford Blue. On its latest earnings release, Ford Pro clocked $1.3 billion EBIT. Ford Blue reported $96 mil ...

Key Takeaways VZ is advancing its 5G footprint through spectrum depth, fiber assets and dense small cell deployment. Collaborations with major tech firms are boosting VZ's wireless speed and next-gen application potential. Despite industry gains, VZ's earnings outlook has softened and valuation remains below sector averages.Verizon Communications, Inc. (VZ) is witnessing significant 5G adoption and fixed wireless broadband momentum. In the first quarter of 2025, the company recorded 2.4 million wireless r ...

Key Takeaways Stride saw more than 21% enrollment growth and a record adjusted operating income in Q3 fiscal 2025. Career Learning revenues jumped 33%, though enrollment funnel challenges remained in that segment. Stride raised full-year guidance as gross margins hit 40.6% and federal funding exposure stayed below 5%.Stride, Inc. (LRN) continues to demonstrate strength in a digital education sector that is rapidly evolving and increasingly competitive. With enrollment up more than 21% in third-quarter fis ...

Key Takeaways CoreWeave expects 2025 revenues between $4.9B and $5.1B amid soaring AI infrastructure demand. CRWV's OpenAI deal and a $4B expansion with a big AI enterprise client drive revenue visibility. CRWV now operates 33 data centers and has added 1,400 customers via the Weights and Biases acquisition.CoreWeave, Inc. (CRWV) has guided 2025 revenues to be in the range of $4.9-$5.1 billion, fueled by surging AI-infrastructure demand. CRWV is an AI-focused hyperscaler company and its cloud platform has ...

Key Takeaways PH's Aerospace Systems organic sales rose 12% in Q3, driven by OEM and aftermarket demand. Fiscal 2025 Aerospace sales are projected to grow 12% on air transport and defense market strength. PH targets 4-6% revenue growth by FY29, aided by acquisitions, CapEx reinvestment and its Win strategy.Parker-Hannifin Corporation (PH) is benefiting from strong momentum in the Aerospace Systems segment, driven by strength in the commercial and military end markets across both OEM and aftermarket channe ...

Key Takeaways ALLE will acquire ELATEC for $379.1 million to strengthen its global access technology capabilities. ELATEC adds RFID expertise and supports nearly 100 credential types in global markets. The deal supports ALLE's growth via acquisitions, enhancing non-residential electronics offerings.Allegion plc (ALLE) recently inked a definitive deal to acquire ELATEC, including Elatec GmbH and other group entities (ELATEC), from Summit Partners through one of its subsidiaries. The deal is valued at €330 ...

Key Takeaways LLY stock crossed its 50-day SMA, signaling potential bullish momentum after recent underperformance. Mounjaro and Zepbound drove about 48% of Q1 revenues, aided by global launches and supply gains. LLY expects 2025 revenues of $58B-$61B, with growth fueled by Mounjaro, Zepbound and other new drug approvals.Eli Lilly and Company (LLY) has reached a significant support level, making it an attractive option for investors from a technical standpoint. Earlier this week, the stock broke through i ...