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Buy the Dip on Struggling Tesla Stock
Schaeffers Investment Research· 2025-02-11 03:47
文章核心观点 - 特斯拉股价近期下跌但测试到历史看涨趋势线,分析师情绪转变或推动股价上涨,期权是可行策略 [1][2][3] 股价表现 - 自特朗普任命特斯拉CEO马斯克共同领导新的政府效率部后华尔街关注特斯拉 [1] - 上月价格更新影响特斯拉股价,目前下跌0.9%至358.26美元,连续第四日下跌且七周内第六次周线收跌 [1] 趋势线分析 - 特斯拉回调使其触及80日移动平均线这一历史看涨趋势线 [2] - 过去三年中该股票有五次在长时间高于此均线后接近该均线,信号出现后一个月股价上涨概率为60%,平均涨幅5.3% [2] 分析师评级与目标价 - 38家相关公司中有24家给予特斯拉“持有”或更差评级 [3] - 12个月共识目标价334.54美元,较当前水平有6.5%的折价 [3] 期权策略 - 特斯拉Schaeffer波动率指数(SV)为48%,处于年度范围的第22百分位,意味着期权交易员预期低波动性,期权是可行策略 [3]
HLX's Robotics Unit Secures Major Subsea Trenching Contract in UK
ZACKS· 2025-02-11 03:46
Helix Energy Solutions Group (HLX) has announced that its robotics unit, Helix Robotics Solutions, has secured a contract from Seaway7, a part of Subsea7 (SUBCY) , for the burial of inter-array cables for an offshore wind farm. The cables will be buried at the Hornsea 3 Offshore Wind Farm operated by the renewable energy giant, Ørsted.Per the terms of the contract, Helix Robotic Solutions will handle the burial of all 192 inter-array cables at the offshore windfarm. These cables have an approximate length o ...
GEHC Q4 Earnings: Will Robust Procedures Help Offset Chinese Weakness?
ZACKS· 2025-02-11 03:46
GE HealthCare Technologies Inc. (GEHC) is scheduled to report fourth-quarter 2024 results on Feb. 13, before market open.In the last reported quarter, the company’s adjusted earnings per share of $1.14 beat the Zacks Consensus Estimate by 7.55%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Let’s take a look at how things might have shaped up for GEHC prior to the announcement.Factors That Might Have Driven GEHC’s Q4 PerformanceGE HealthCare Technologies entered the fourth quarter ...
Will These 5 Biotech Bigwig Stocks Surpass Q4 Earnings Forecast?
ZACKS· 2025-02-11 03:46
The fourth-quarter earnings season for the biotech sector is in full swing this week. A few bigwigs have already reported results. Among these, Bristol Myers reported better-than-expected fourth-quarter results but provided a lackluster guidance for 2025. Regeneron also beat on fourth-quarter earnings and sales and initiated a quarterly dividend. Amgen’s fourth-quarter results were decent as it beat on earnings as well as sales. However, investors were disappointed by a regulatory setback for its obesity dr ...
Should You Buy, Sell or Hold QBTS Stock at Its P/S of 90.31X?
ZACKS· 2025-02-11 03:41
D-WAVE QUANTUM (QBTS) shares are currently overvalued, as suggested by its Value Score of F. In terms of the forward 12-month price/sales (P/S), QBTS is trading at 90.31X, significantly higher than its median of 14.26X and the Zacks Computer and Technology sector’s 6.49X.Price/Sales (F12M)Image Source: Zacks Investment ResearchQBTS shares have surged 554.8% in the trailing six months compared with the broader Zacks Computer and Technology sector’s return of 13.7% and Internet - Software industry’s appreciat ...
Wabtec Rewards Shareholders With 25% Hike in Quarterly Dividend
ZACKS· 2025-02-11 03:41
In a shareholder-friendly move, Wabtec Corporation’s (WAB) board of directors approved a dividend hike of 25%, thereby raising its quarterly cash dividend to 25 cents per share ($1.00 annualized) from 20 cents ($0.80 annualized). The raised dividend will be paid out on March 7, 2025, to shareholders of record at the close of business on Feb. 21. The move reflects WAB’s intention to utilize free cash to enhance its shareholders’ returns.Notably, Wabtec has been consistently making efforts to reward its share ...
Will Segmental Performance Drive West Pharmaceutical's Q4 Earnings?
ZACKS· 2025-02-11 03:41
West Pharmaceutical Services (WST) is scheduled to release fourth-quarter 2024 results on Feb. 13, before the opening bell. In the last reported quarter, the company delivered an earnings beat of 22.52%. WST’s earnings beat estimates in three of the trailing four quarters and missed once, delivering an average surprise of 8.04%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Q4 EstimatesCurrently, the Zacks Consensus Estimate for revenues is pegged at $739.6 million, indicating grow ...
Amazon's $100 Billion AI Bet: Bold Move or Too Much?
ZACKS· 2025-02-11 03:35
文章核心观点 - 亚马逊公布资本支出计划引发关注,虽季度盈利超预期且销售同比增长10%,但巨额AI投资或使短期股价波动,长期有望重塑未来;投资者可关注Marvell和Broadcom以应对短期不确定性 [1][2][14] 亚马逊业绩与投资计划 - 亚马逊在周四财报电话会议上公布资本支出计划,季度盈利超预期,销售同比增长10%,与分析师预测一致 [1] - 最近一个季度亚马逊资本支出达263亿美元,预计年资本支出超1000亿美元,主要用于AI基础设施 [2] 行业投资对比 - 超大规模科技公司纷纷加大AI基础设施投资,Meta承诺650亿美元、微软850亿美元、Alphabet 750亿美元,“Magnificent 7”资本支出超美国政府研发支出 [3] 投资影响分析 - 亚马逊等公司巨额资本支出虽最终有望带来回报,但短期内股东面临挑战,华尔街对优先投资AI基础设施而非即时盈利增长的态度不明 [6][8] - 这些投资与公司核心业务模式相符,即使AI未达预期,公司数据中心容量也将显著扩大,且投资规模约为一年利润,体现了大型科技公司强大的现金流 [8][9] 替代投资建议 - Marvell和Broadcom是AI投资热潮的受益者,其定制ASIC可让超大规模科技公司拓展AI能力,优化成本、效率和性能 [11] - Marvell与AWS合作提供定制AI芯片,Broadcom与苹果深化合作提供定制AI和网络芯片,两公司均为专业AI硬件转型的关键参与者 [12] - 两公司股票获Zacks Rank 2(买入)评级,盈利预测上调,是半导体板块表现最佳的股票之一 [13] 未来AI投资展望 - 亚马逊等超大规模科技公司的AI投资是高风险长期赌注,长期回报可能巨大,但短期股价反应不确定,投资者需耐心等待 [14] - 对于希望降低短期不确定性影响的投资者,Marvell和Broadcom提供了从AI基础设施建设中获益的机会 [15]
Apple fixes iPhone and iPad bug used in an “extremely sophisticated attack”
TechCrunch· 2025-02-11 03:30
文章核心观点 苹果发布iOS和iPadOS移动操作系统更新,修复可能被用于针对特定目标个人复杂攻击的漏洞,目前尚不清楚谁利用了该漏洞及攻击对象 [1][5] 分组1:苹果系统更新情况 - 周一苹果发布iOS和iPadOS移动操作系统更新,修复可能被用于针对特定目标个人复杂攻击的漏洞 [1] - iOS 18.3.1和iPadOS 18.3.1版本的发布说明显示,该漏洞可在锁定设备上禁用USB受限模式 [1] 分组2:漏洞相关信息 - 该漏洞可能需攻击者物理控制设备,借助Cellebrite或Graykey等取证设备连接苹果设备来利用 [2] - 该漏洞由多伦多大学公民实验室高级研究员Bill Marczak发现 [3] 分组3:过往类似案例 - 过去有执法机构利用设备零日漏洞,使用取证工具解锁iPhone等设备并访问数据的记录 [5] - 2024年12月,人权观察组织报告称塞尔维亚当局使用Cellebrite解锁该国活动人士和记者手机并安装恶意软件 [6]
Willis Lease Finance Corporation Announces Timing of Fourth Quarter and Full Year 2024 Earnings and Conference Call
GlobeNewswire News Room· 2025-02-11 03:30
COCONUT CREEK, Fla., Feb. 10, 2025 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC”) plans to announce its financial results for the fourth quarter and full year 2024 on Monday, March 10, 2025. WLFC plans to hold a conference call led by members of WLFC’s executive management team on Monday, March 10, 2025, at 10:00 a.m. Eastern Standard Time to discuss its fourth quarter and full year 2024 results. Individuals wishing to participate in the conference call should dial: US and Cana ...