Brazilian energy major Petroleo Brasileiro S.A., or Petrobras (PBR) recently announced that it successfully met its oil and gas production targets for 2024, despite facing significant operational challenges. The company reported an annual production of 2.7 million barrels of oil equivalent per day (MMBOE/d), with commercial production reaching 2.4 MMBOE/d and oil production standing at 2.2 million barrels per day. Additionally, proven reserves climbed to 11.4 billion barrels of oil equivalent, a 4.5% increa ...

Dow Inc. (DOW) recorded a loss (on a reported basis) of $53 million or 8 cents per share in fourth-quarter 2024, narrower than a loss of $105 million or 15 cents per share a year ago.On an adjusted basis (barring one-time items), DOW logged break-even earnings per share for the reported quarter, compared with 43 cents a year ago. The figure missed the Zacks Consensus Estimate of 23 cents.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Dow recorded net sales of $10,405 million for the ...

Hut 8 Corp. (HUT) shares have skyrocketed 170.3% in the trailing 12 months, outperforming the Zacks Finance sector’s appreciation of 24.3% and the Zacks Financial – Miscellaneous Services industry’s return of 19%.HUT shares have also outperformed industry peers like Virtu Financial (VIRT) , LendingClub (LC) and Columbia Financial (CLBK) in the same time frame.While VIRT and LC shares have soared 128.3% and 65.5%, respectively, CLBK shares have lost 20.7% in the trailing 12 months.HUT shares are riding on cu ...

Blackstone said Thursday its massive investments in data centers would not be undermined by the low-cost artificial intelligence models from China’s DeepSeek, as the need for physical infrastructure was still vital for AI.The alternative asset manager, which has $80 billion worth of leased data centers, said its strategy for the segment was grounded in a “very prudent approach” and touted its partnerships with “some of the biggest companies in the world.”Data centers provide the infrastructure for storing, ...

文章核心观点 - 特斯拉财报会议透露自动驾驶软件和人形机器人Optimus计划，虽营收和调整后利润未达预期且车辆交付量首现年度下降，但股价近期涨超4% [2] 分组1：自动驾驶与出租车业务计划 - 特斯拉车辆已在加州弗里蒙特工厂实现自动驾驶，未来数月计划在德州奥斯汀工厂使用无监督车辆，预计6月左右在德州和加州将无监督自动驾驶软件作为付费服务推出，今年可能拓展至其他市场 [3] - 无监督系统获批后，特斯拉将推出初代“Cybercab”自动驾驶出租车，预计年底在多个城市开展内部车队无监督运营，明年车主或可出租车辆供他人自动驾驶使用 [4] 分组2：分析师对特斯拉股票看法 - 摩根大通重申“减持”评级和135美元目标价，认为股价上涨与公司四季度财务表现及2025年预测无关，特斯拉股价与基本面脱节，投资需谨慎 [5][6] - 奥本海默因特斯拉完全自动驾驶功能性能曾停滞，对其开发时间表持谨慎态度 [6] - 摩根士丹利给予“增持”评级和430美元目标价，指出会议多聚焦Optimus和人工智能而非现有汽车业务 [6] 分组3：车辆交付情况 - 特斯拉今年车辆交付量首现年度下降，2024年交付量从上年181万辆降至179万辆，预计2025年交付约194万辆，同比增长约8% [7] - 摩根大通认为特斯拉“恢复增长”的预测不如三季度会议预测的20% - 30%年增长率乐观 [9] 分组4：Optimus机器人业务 - 马斯克对Optimus人形机器人发展乐观，认为其最终将成为特斯拉比汽车更大的收入来源 [10] - 公司今年计划生产“数千”台机器人在工厂执行任务，明年下半年可能向其他公司销售用于工厂工作，马斯克认为机器人总营收机会达数万亿美元 [10][11]

Atlanticus Holdings Corporation (ATLC) shares soared 5% in the last trading session to close at $60.99. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 4.1% gain over the past four weeks.The upside can be attributed to Atlanticus’ competitive strengths, which include leveraging more than 25 years of experience in servicing consumer loans, supported by advanced technology and predictive analytics. Its proprietary platform enables ...

人物经历 - Brendan出生于宾夕法尼亚州，2009年在斯坦福大学完成有机合成领域博士学位 [1] - 2009 - 2013年在大型制药公司默克工作 [1] - 在加州理工学院任职前曾在生物技术公司包括初创企业（Theravance/Aspira）工作 [1] - 作为1200 Pharma从加州理工学院分拆出来的首位员工和联合创始人，为公司获得了八位数的重大投资 [1] 投资情况 - Brendan是活跃投资者，关注市场趋势，尤其关注生物技术股票 [1] - 分析师持有梯瓦制药（TEVA）的股票、期权或其他衍生品的多头头寸 [2]

文章核心观点 分析师拥有超15年全球股票各行业专业投资经验，采用基本面、自下而上、长期且注重优质成长的投资风格，目标是实现投资组合15%的年回报率 [1] 投资风格与偏好 - 寻求专注利基市场、有强增长潜力、管理团队稳固、资本配置政策合理且估值合理的公司 [1] - 不追求季度业绩，不随波逐流，不以短期股价表现衡量公司质量 [1] 投资组合构建 - 通常构建包含15 - 20只股票的投资组合 [1] - 注重持仓多元化、风险管理、宏观驱动的行业权重以及严格的交易和估值 [1] 分析师持仓披露 - 分析师通过股票、期权或其他衍生品对微软股票持有长期有利头寸 [2]

After delivering a surprisingly strong quarter and boosting guidance, Nextracker Inc. (NASDAQ: NXT ) shares skyrocketed more than 20%. We continue to believe the company is one of the best ways to gain exposure to the fast-growingAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NXT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha ...

Goldman Sachs analyst Brooke Roach reiterated a Neutral rating on the shares of VF Corp VFC and raised the price target from $22 to $25.VFC delivered a broad-based third-quarter beat, and raised its full-year 2025 free cash flow guidance, said the analyst.However, the company provided a fourth-quarter revenue forecast below consensus, primarily due to wholesale timing shifts and foreign exchange impacts. Overall, the analyst remains positive about the company’s progress with its Reinvent strategy, noting co ...