Key Takeaways AL outperformed its industry with 18.5% growth in the past 3 months compared with the industry's 5.3% gain. Earnings estimates for 2025 rose 2.37%, with AL's EPS expected to grow 9.55% year over year. Air Lease owns 487 aircraft and posted $61M in Q1 gains from the sale of 16 jets.Air Lease Corporation (AL) is benefiting from multiple tailwinds, which, we believe, have made it an impressive investment option.Against this backdrop, let’s look at the factors that make this stock an attractive ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of United Natural Foods, Inc. (“United Natural” or the “Company”) (NYSE: UNFI).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.   The investigation concerns whether United Natural and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of The Boeing Company (“Boeing” or the “Company”) (NYSE: BA).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Boeing and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On June 12, 2025, a ...

Trading in Valero Energy Corp VLO stock is quiet on Wednesday. But that may not be the case for long. After gaining almost 40% since the April lows, many analysts and traders are anticipating some profit-taking. Stocks that are overbought and at resistance tend to sell off. This is why Valero is the Stock of the Day.Resistance is a large group of traders and investors looking to sell at or close to the same price. Resistance can stay intact for long periods of time. This has been the case with the $142.50 l ...

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, ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Proficient Auto Logistics, Inc. (“Proficient Auto” or the “Company”) (NASDAQ: PAL).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.    The investigation concerns whether Proficient Auto and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Groupon, Inc. (“Groupon” or the “Company”) (NASDAQ: GRPN).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Groupon and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On June 9, 2025, ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Designer Brands Inc. (“Designer Brands” or the “Company”) (NYSE: DBI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Designer Brands and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action ...

公司业务进展 - 公司在2025年第一季度签署了迄今为止最长的安全访问服务边缘(SASE)合同 随着企业网络安全和连接现代化及简化需求 公司业务持续获得增长动力 [1] - 公司通过整合Zero Trust安全产品(如Cloudflare Gateway 远程浏览器隔离 CASB)与网络服务(如Magic WAN Magic Transit Magic Firewall) 提供端到端云安全SASE解决方案 简化客户采用流程 助力赢得更大规模交易 [2] - 公司与TD SYNNEX等行业巨头合作 将托管安全服务(含Zero Trust和SASE解决方案)扩展至拉丁美洲地区 支持当地MSSP业务增长 [3] - 公司Zero Trust核心应用服务组合(含Cloudflare One中的Magic Transit等网络服务)客户数量显著增长 [3] - 公司与Atlassian 微软 Sumo Logic等企业达成Zero Trust集成合作 使各类规模企业能通过企业级Zero Trust安全方案保护工具和应用 该策略使Cloudflare One Zero Trust平台覆盖全球超10,000家企业 [4] 客户与财务表现 - 截至第一季度末 公司付费客户达250,819个 同比增长27% 当季新增30个年贡献超10万美元收入的客户 此类客户总数达3,527个 [5] - 公司股价年初至今上涨68.6% 远超Zacks互联网软件行业13%的涨幅 [9] - 公司远期市销率达26.77倍 显著高于行业平均5.68倍 [11] 竞争格局 - 公司在SASE和Zero Trust领域面临Palo Alto Networks和Zscaler的激烈竞争 Palo Alto Networks的SASE平台拥有超6,000活跃客户 2025财年第三季度SASE年度经常性收入(ARR)同比增长36% 百万美元以上交易增长16% [6] - Zscaler在Zero Trust领域领先 通过Zscaler Private Access提供无需VPN的安全应用访问方案 并正推进覆盖云/终端/网络的Zero Trust Everywhere模式 同时提供整合身份访问/私有访问/云保护的完整SASE平台 [7] - SASE市场复合年增长率达23.6% Zero Trust市场复合年增长率16.7% 显示行业存在充足发展空间 [8] 业绩预期 - Zacks共识预期公司2025财年盈利同比增长5.33% 2026财年增长31.64% 但过去60天内2025年盈利预期被下调 过去30天内2026年预期亦遭下调 [12] - 当前季度(2025年6月)每股收益预期为0.18美元 与7天前持平 但较60天前0.19美元的预期有所下降 [13]

投资策略 - 收益投资者的主要关注点是从流动性投资中产生持续现金流 [1] - 现金流来源包括债券利息、其他投资利息和股息 [2] - 股息占长期回报的很大一部分 在许多情况下超过总回报的三分之一 [2] 公司概况 - 诺和诺德总部位于丹麦Bagsvaerd 属于医疗行业 [3] - 年初至今股价变动为-13 58% [3] - 当前股息为每股0 82美元 股息收益率为2 2% [3] 行业比较 - 大型制药行业的股息收益率为2 17% [3] - 标普500指数的股息收益率为1 59% [3] 股息增长 - 当前年度股息1 64美元 较去年增长59 8% [4] - 过去五年股息每年都有增长 平均年增长率为22 48% [4] - 未来股息增长取决于盈利增长和派息比率 [4] - 当前派息比率为48% [4] 盈利预期 - 2025年每股收益预期为3 87美元 [5] - 同比增长率为17 99% [5] 投资特点 - 大型成熟公司更倾向于派发股息 [7] - 诺和诺德目前Zacks评级为3(持有) [7]