AT&T Vs. Verizon: I Like AT&T's Thicker Dividend Cushion
Seeking Alpha· 2025-07-11 21:57
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last analysis on AT&T (NYSE: T ) was published on June 3. More specifically, that article was titled "AT&T Is A Stronger Dividend Hold Than T-Mobile US". The article focusedSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth wit ...
Can Mounjaro and Zepbound Drive Another Strong Quarter for Eli Lilly?
ZACKS· 2025-07-11 21:56
核心观点 - 公司GLP-1药物Mounjaro和Zepbound需求强劲 2025年第一季度合计销售额达61.5亿美元 占总营收48% 成为关键增长驱动力 [1][8] - 尽管2024年下半年销售低于预期 但2025年Q1因国际新市场拓展、产能提升及美国定价策略调整实现复苏 [2][8] - 预计2025年Q2 Mounjaro和Zepbound销售额将分别达45亿和31亿美元 增长动力来自美国市场渗透加深及国际市场份额提升 [3][8] 产品表现 - Mounjaro(糖尿病适应症)和Zepbound(肥胖适应症)上市不足三年即成为核心产品线 [1] - 公司近期推出Zepbound低价瓶装剂量 并为自费患者提供新优惠方案以刺激美国销售 [2] - 肿瘤药物Verzenio、免疫药物Taltz等传统产品保持稳定增长 新上市药物Omvoh、Ebglyss、Jaypirca、Kisunla均贡献收入增量 [4] 行业竞争格局 - 美国肥胖药物市场规模预计2030年达1000亿美元 公司与诺和诺德目前主导该领域 [5] - Mounjaro/Zepbound直接竞争诺和诺德的Ozempic(糖尿病)和Wegovy(肥胖) 后者两款药物占诺和诺德Q1总营收64% [5] - Viking Therapeutics等竞争对手快速跟进 其肥胖药物VK2735皮下制剂已进入后期研究阶段 口服制剂中期研究数据将于年内公布 [6] 财务与估值 - 公司股价年内表现优于行业平均水平 [7] - 当前远期市盈率29.66倍 高于行业平均15.16倍 但低于五年均值34.54倍 [10] - 2025年每股收益预期维持21.92美元 2026年预期从30.91微调至30.84美元 [11]
Rakovina Therapeutics Congratulates Partner - Variational AI for Winning LifeSciencesBC's 2025 Emerging Biotech Company of the Year Award
GlobeNewswire News Room· 2025-07-11 21:56
VANCOUVER, British Columbia, July 11, 2025 (GLOBE NEWSWIRE) -- Rakovina Therapeutics Inc. (“Rakovina” or the “Company”) (TSX-V: RKV) (FSE: 7JO0), a biopharmaceutical company advancing next-generation cancer therapies through AI-powered drug discovery proudly congratulates partner, Variational AI, on being honored as the 2025 Emerging Company of the Year – Biotech by Life Sciences BC. This prestigious award recognizes a British Columbia-based biotechnology company demonstrating exceptional progress and achi ...
Gauzy Provides Additional Details on the Significant Insider Purchases of 560,000 Shares, Including 210,000 Shares by CEO and Co-Founder
GlobeNewswire News Room· 2025-07-11 21:53
公司动态 - 公司CEO兼联合创始人Eyal Peso通过个人贷款融资购入21万股普通股,第二大长期投资者兼董事提名人Alejandro Weinstein购入35万股,合计56万股内部交易于2025年6月上半月完成 [1] - 此次交易进一步表明管理层对公司前景的坚定信心 [1] 公司概况 - 公司是全球领先的光学和视觉控制技术企业,业务涵盖研发、制造及营销,致力于为航空、汽车、建筑等60多个国家提供安全、可持续的解决方案 [2] - 总部位于以色列特拉维夫,在德、法、美、加、中、新加坡及阿联酋设有子公司 [2] 业务布局 - 产品应用于航空、汽车及建筑领域,通过直销和认证分销渠道服务全球客户 [2] - 目前正投入大量资源争取航空和汽车市场OEM及一级供应商的产品认证 [3]
Levi Strauss & Co shares jump on Q2 beat, raised full-year outlook
Proactiveinvestors NA· 2025-07-11 21:51
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Is the Options Market Predicting a Spike in Keysight Technologies Stock?
ZACKS· 2025-07-11 21:50
Investors in Keysight Technologies, Inc. (KEYS) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug 15, 2025 $270.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It ...
Industrial Logistics Properties Trust (ILPT) Soars 14.7%: Is Further Upside Left in the Stock?
ZACKS· 2025-07-11 21:50
股价表现 - Industrial Logistics Properties Trust (ILPT) 股价在上一交易日上涨14.7%至5.39美元,成交量显著高于平均水平 [1] - 过去四周该股累计涨幅达32% [1] - 同行业公司Crown Castle (CCI) 股价微涨0.5%至103.97美元,过去一个月回报率为4% [5] 股息政策 - 公司宣布季度现金股息为每股5美分,较上一季度大幅增长400% [2] - 股息将于2025年8月14日派发,股权登记日为7月21日 [2] 财务预期 - 预计季度运营资金(FFO)为每股0.21美元,同比增长50% [3] - 预期营收1.1205亿美元,同比增长1.3% [3] - 过去30天内FFO每股预期被上调45% [4] - Crown Castle预计FFO每股1美元,同比下降38.3%,过去一个月预期未调整 [6] 行业评级 - ILPT获得Zacks Rank 1(强力买入)评级 [5] - Crown Castle当前评级为Zacks Rank 3(持有) [6] - 两家公司均属于Zacks REIT及权益信托-其他行业分类 [5]
Fast-paced Momentum Stock Strattec Security (STRT) Is Still Trading at a Bargain
ZACKS· 2025-07-11 21:50
动量投资策略 - 动量投资者通常不进行市场择时或"低买高卖" 而是相信"高买更高卖"能在更短时间内获得更高收益 [1] - 投资快速上涨的趋势股需谨慎 因估值超过未来增长潜力后可能失去动能 导致投资者持有高价股且上涨空间有限甚至下跌 [2] - 更安全的策略是投资具有近期价格动能且估值合理的股票 通过"快速动能低价股"筛选模型可识别此类标的 [3] Strattec Security (STRT)投资亮点 - 该公司近四周股价上涨9.1% 显示投资者兴趣增长 这家汽车锁具制造商在价格动能方面表现良好 [4] - 过去12周股价累计上涨85.8% 且贝塔值达1.39 显示其价格波动幅度比市场高39% [5] - 获得B级动量评分 表明当前是入场利用价格动能的合适时机 [6] 财务与估值优势 - 除动量评分外 盈利预测上调使其获得Zacks排名第一(强力买入) 研究表明排名前二的股票动量效应显著 [7] - 市销率仅0.49倍 投资者只需为每美元销售额支付49美分 显示估值具有吸引力 [7] - 当前估值水平下 公司股价仍具备快速上涨空间 [8] 筛选工具应用 - "快速动能低价股"筛选模型可识别多只符合条件的股票 投资者可考虑纳入组合 [8] - Zacks提供超过45种专业筛选模型 可根据不同投资风格选择策略以跑赢市场 [9]
Stoneridge (SRI) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-07-11 21:50
动量投资策略 - 动量投资策略的核心是"买高卖更高"而非传统的"低买高卖" 旨在短期内获取更高收益 [1] - 单纯依赖传统动量参数选股存在风险 因趋势股可能在估值过高后失去增长动力 [2] - 结合价格动量与合理估值的筛选方法更安全 如Zacks的"快速动量且估值合理"筛选模型 [3] Stoneridge公司(SRI)投资亮点 - 近四周股价上涨26_4% 显示投资者兴趣持续增长 [4] - 过去12周累计涨幅达102_7% 且贝塔系数1_42 显示其波动性高于市场42% [5] - 获得B级动量评分 显示当前是较佳入场时机 [6] 财务与估值优势 - 获Zacks2(买入)评级 因盈利预测持续上调 分析师看好其发展前景 [7] - 市销率仅0_24倍 相当于每美元销售额仅需支付24美分 估值具吸引力 [7] - 兼具高动量特征与合理估值 显示股价仍有较大上行空间 [8] 筛选工具与策略 - Zacks提供超过45种专业筛选模型 可基于不同投资风格选择策略 [9] - "快速动量且估值合理"筛选模型可识别类似SRI的其他潜力股 [8] - 策略有效性验证需通过历史回测 Zacks研究向导工具可辅助验证 [10]
What Makes Private Bancorp of America (PBAM) a Good Fit for 'Trend Investing'
ZACKS· 2025-07-11 21:50
Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...