Exxon Mobil is introducing a unique shareholder voting mechanism that will allow retail investors to automatically cast ballots in step with board recommendations during annual meetings, a move that m... ...

Alaska Air Group Inc. (NYSE:ALK) said Monday it expects third-quarter adjusted earnings per share to come in at the low end of its prior $1.00 to $1.40 forecast, as higher fuel prices and operational issues weighed on results. Refinery disruptions on the West Coast lifted the airline’s expected fuel cost to $2.50 to $2.55 per gallon, above its earlier estimate of about $2.45. Weather, air traffic control delays, and a July IT outage added expenses, with the outage alone projected to trim about 10 cents per ...

核心观点 - 嘉年华公司和挪威邮轮控股公司均处于由强劲需求、严格执行和雄心勃勃的目的地战略推动的新增长阶段 嘉年华公司因加速发展势头而受到投资者信心提振 股价创52周新高 而挪威邮轮则继续推行以投资回报率为中心的稳健增长计划 在寻求邮轮复苏投资机会时 嘉年华公司展现出更强的财务灵活性、执行优势和估值上行潜力 成为更优的投资选择 [1][27][30] 嘉年华公司积极因素 - 公司正转型为目的地主导的邮轮模式 通过大力投资专属私人岛屿和现代化体验驱动型船队 打造差异化度假产品 推动收益率显著提升 第二季度收益率同比增长6.5% EBITDA利润率达到近二十年最高水平 [2] - 庆祝钥匙（Celebration Key）的推出成为独特增长杠杆 这个加勒比海泻湖目的地设计年接待能力超过200万游客 将锚定嘉年华天堂系列（Paradise Collection） 连同翻新的半月礁（Half Moon Cay）和桃花心木湾（Mahogany Bay） 这些专属资产提供区别于陆地度假的差异化选择 增强客户忠诚度 预计未来几年将显著提升收益率 [3] - 公司持续投资强化船队和品牌体验 AIDA Evolution计划正在升级七艘船只 引入新餐饮、健康和娱乐概念 即将推出的Excel级船只（如Carnival Festivale和Carnival Tropicale）将扩展家庭友好型设施 包括大型水上公园和连通舱房 连同Star Princess的推出 这些新增项目标志着产品组合更新 旨在实现规模化和宾客满意度提升 [4] - 财务方面展现出严格执行力 公司提前偿还3.5亿美元债务 以优惠条件再融资70亿美元 净债务与EBITDA比率改善至3.7倍 接近投资级别 客户存款创历史新高 支持未来现金流可见度 公司提前18个月实现2026年转型目标（每可用低床位日EBITDA增长、投资资本回报率和碳强度降低） 为增长奠定了更强财务基础 [5] - 股价近期创52周新高 扭亏为盈得到投资者认可 目的地主导增长、运营纪律和资产负债表修复的结合 预示着公司在进入复苏下一阶段时具有持续动能 [6] 挪威邮轮控股公司积极与谨慎因素 - 公司持续推进“Charting the Course”战略 旨在平衡投资回报与体验回报 追求审慎运力增长、高影响力目的地升级和高端产品供应 以强化竞争地位 [7] - 大斯特拉普礁（Great Stirrup Cay）的转型是战略核心 即将于2026年开放的大潮水上乐园（Great Tides Waterpark）预计首年接待超过100万游客 到2027年实现显著收益率提升 结合Horizon Park和Vibe Shore Club等新设施 该岛正被重新定位为多代同堂目的地 加深宾客参与度并推动增量船上收入 [8] - 公司正扩大在豪华和超豪华细分市场的存在 Oceania Allura的交付和Regent's Seven Seas Prestige的创纪录预订量凸显高端邮轮需求强劲 截至2036年有13艘船舶订单 目标实现品牌间4%的复合年增长率运力扩张 确保 disciplined growth 同时优化船队结构 [9][10] - 成本效率提升取得进展 一项多年期计划目标到2026年节省超过3亿美元 使2024年和2025年调整后邮轮成本基本保持平稳 为利润率扩张提供杠杆 数字平台、营销和品牌定位投资进一步支持收入动能和未来收益率增长 [11] - 但公司面临汇率波动、某些欧洲航线需求疲软以及杠杆水平较高的短期盈利压力 这些因素可能在近期影响其盈利能力 [12] 财务预期比较 - Zacks共识预期显示 嘉年华公司2025财年销售额和每股收益预计同比分别增长5.9%和40.9% 过去60天内2025财年盈利预期上调1% [13] - 挪威邮轮2025年销售额和每股收益预计同比分别增长6.1%和12.6% 过去60天内2025年盈利预期上调1% [17] 估值与价格表现 - 嘉年华股票在过去六个月上涨50.8% 显著跑赢其行业19.4%和标普500指数17.4%的涨幅 同期挪威邮轮股价上涨32.9% [19] - 嘉年华远期12个月市盈率为14.20倍 低于行业平均的18.92倍 该估值表明公司存在显著上行空间 受到盈利动能增强和资产负债表指标改善的支持 [23] - 挪威邮轮较低市盈率11.08倍更像潜在价值陷阱而非廉价机会 因它凸显了投资者对高杠杆、汇率风险和不均衡欧洲需求的谨慎 这些因素共同表明其风险回报状况较弱 [26] 投资选择分析 - 两家公司均有望从持续邮轮复苏和目的地主导增长战略中受益 嘉年华预计通过庆祝钥匙和更广泛的天堂系列推动收益率稳步改善 挪威则通过大斯特拉普礁转型和高端船队扩张建立动能 [27] - 嘉年华净债务与EBITDA比率为3.86倍 显著低于挪威邮轮的5.21倍 表明在高利率环境下具有更强财务灵活性和更低再融资风险 [28] - 嘉年华提前18个月实现2026年转型目标（每可用低床位日EBITDA增长、投资资本回报率和碳强度降低） 强化了其卓越执行力 EBITDA利润率处于20年高位 运营效率更高 而挪威邮轮仍面临汇率波动和欧洲需求疲软挑战 [29] - 因此嘉年华获Zacks排名第2位（买入） 挪威邮轮获第3位（持有） [30]

The Zacks Computer Software industry participants are well-positioned to benefit from the accelerated digital transformation drive globally. The shift to cloud and the rise of SaaS (Software-as-a-Service) models offer recurring revenue visibility for vendors while offering flexibility and scalability for users. The industry growth is also being fueled by the proliferation of artificial intelligence (AI) and machine learning (ML). The cutting-edge technologies are being integrated into enterprise and consume ...

Key Takeaways Robinhood's platform assets hit $304B in August, up 112% year over year on deposits and market gains.Cash sweep balances rose 50% to $34.1B, while margin balances jumped 127% to $12.5B.Securities lending revenues climbed 165% as growing assets boosted interest income and trading activity.Robinhood Markets’ (HOOD) rapid expansion in platform assets is emerging as its primary financial growth driver, providing both resilience and operating leverage. In August 2025, total platform assets were $30 ...

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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zac ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...

Shares of Broadcom Inc (NASDAQ:AVGO) were last seen up 0.4% at 361.20, after Macquarie Securities initiated coverage on the chipmaker with an "outperform" rating and $420 price target. The firm cited Broadcom's strength in the specialized chip market. Macquarie isn't the only firm bullish on Broadcom -- heading into today, 34 of the 39 analysts covering the stock recommend a "strong buy."The stock is not far removed from a 9.4% post-earnings pop  on Sept. 5, fueled by renewed interest in its AI capabilities ...