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Palantir's Moat Just Turned Into An Indispensable Fortress (Rating Upgrade)
Seeking Alpha· 2025-04-26 14:12
I initiated coverage on Palantir Technologies (NASDAQ: PLTR ) last month, where I recognized the incredible strength of its moat, especially given how its ontology-driven approach grants it an edge, by allowing its clients a path to real I specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I've developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on market trends, particular ...
Knight-Swift Transportation Holdings: Rating Downgrade On Poor Visibility Due To Macro Headwinds
Seeking Alpha· 2025-04-26 13:10
I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the comp ...
Nomura Holdings, Inc. (NMR) Q4 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-04-26 12:47
Nomura Holdings, Inc. (NYSE:NMR) Q4 2025 Earnings Call Transcript April 25, 2025 5:30 AM ET Company Participants Takumi Kitamura - Chief Financial Officer Conference Call Participants Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Natsumu Tsujino - BofA Securities Koki Sato - JPMorgan Securities Koichi Niwa - Citigroup Securities Masaya Otsuka - SBI Securities Operator Good day, everyone, and welcome to today's Nomura Holdings Fourth Quarter and Full Year Operating Results for Fisca ...
AppFolio: Broken Momentum Amid High Multiples (Rating Downgrade)
Seeking Alpha· 2025-04-26 11:44
If there's one thing that the market shocks over the past few weeks have signaled to us, it's that stocks were very expensive and ready for a correction at the first hint of a negative headline. AsWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He h ...
MOV Investor News: Rosen Law Firm Encourages Movado Group, Inc. Investors to Inquire About Securities Class Action Investigation - MOV
Prnewswire· 2025-04-26 11:39
NEW YORK, April 25, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Movado Group, Inc. (NYSE: MOV) resulting from allegations that Movado may have issued materially misleading business information to the investing public.So What: If you purchased Movado Group securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. ...
Black Stone Minerals: Focusing On Natural Gas Acquisitions
Seeking Alpha· 2025-04-26 11:10
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
READY CAPITAL SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against Ready Capital Corporation - RC
Prnewswire· 2025-04-26 10:50
NEW YORK and NEW ORLEANS, April 25, 2025 /PRNewswire/ -- Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until May 5, 2025 to file lead plaintiff applications in securities class action lawsuits against Ready Capital Corporation (the "Company") (NYSE: RC), if they purchased the Company's shares between August 8, 2024 and March 2, 2025, inclusive (the "Class Period"). These actions are pending in the United States Dis ...
APP INVESTOR ALERT: AppLovin Corporation Investors with Substantial Losses Have Opportunity to Lead Shareholder Class Action Lawsuit
Prnewswire· 2025-04-26 10:15
SAN DIEGO, April 25, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of AppLovin Corporation (NASDAQ: APP) securities between May 10, 2023 and February 25, 2025, all dates inclusive (the "Class Period"), have until Monday, May 5, 2025 to seek appointment as lead plaintiff of the AppLovin class action lawsuit. Captioned Quiero v. AppLovin Corporation, Inc., No. 25-cv-02294 (N.D. Cal.), the AppLovin class action lawsuit charges AppLovin as well as c ...
Will Starbucks (SBUX) Stock Rebound as Earnings Approach?
ZACKS· 2025-04-26 10:05
文章核心观点 华尔街期待星巴克4月29日公布的第二财季财报,公司虽有望明年盈利复苏,但现在判断其股价持续反弹还为时尚早,更显著的上涨取决于能否达到或超二季度预期及给出重回增长的指引 [1][9] 分组1:财报期待 - 华尔街下周除等待几家大型科技公司季报外,还期待星巴克4月29日公布第二财季财报 [1] - 投资者希望星巴克股价继续反弹,其年初至今下跌10%,较52周高点117美元/股下跌28% [1] 分组2:二季度业绩预期 - 受高关税影响,公司全球同店销售放缓,尤其在中国 二季度销售额预计达87.9亿美元,同比增长2%;国际营收预计增长5%至18.4亿美元 [4] - 二季度每股收益预计为0.49美元,去年同期为0.68美元 公司上季度每股收益超预期4%,过去四个季度平均盈利意外为 -2.34% [5] 分组3:股价表现 - 过去两年公司股价下跌24%,过去三年仅上涨11%,落后于大盘超30%的回报率 [7] 分组4:估值比较 - 公司股票远期市盈率为28.6倍,与十年中值持平,远低于该时期95.8倍的高点 与标准普尔500指数21.2倍的远期市盈率和行业平均26.2倍相比,溢价不算过高 [8] 分组5:结论 - 公司股票目前评级为“持有” 虽有望明年盈利复苏,但现在判断其股价持续反弹还为时尚早 [9]
ROSEN, NATIONALLY REGARDED INVESTOR RIGHTS COUNSEL, Encourages enCore Energy Corp. Investors to Secure Counsel Before Important Deadline in Securities Class Action – EU
GlobeNewswire News Room· 2025-04-26 09:31
NEW YORK, April 25, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of enCore Energy Corp. (NASDAQ: EU) between March 28, 2024 and March 2, 2025, both dates inclusive (the “Class Period”), of the important May 13, 2025 lead plaintiff deadline. SO WHAT: If you purchased enCore securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO ...