Can Chipotle Stock Turn Things Around in 2026?
The Motley Fool· 2025-12-30 03:12
As diners mock "slop bowls," it looks like Chipotle's restaurant experience is losing its premium appeal. But 2026 could bring relief to shareholders.Chipotle Mexican Grill (CMG 1.84%) is an iconic national restaurant brand that helped invent the concept of "fast casual." But the purveyor of burritos, burrito bowls, tacos, and other freshly prepared Mexican dishes is in a slump.Chipotle's stock price is down 37% in 2025, and down about 45% from its all-time high as the year winds down. The company recently ...
Tail risks and equities are rising in tandem, says Clockwise's James Cakmak on tech trade in 2026
Youtube· 2025-12-30 03:11
If the MAG7 stocks are getting ready to decouple, which names could be a best bet for 2026. With us now is James Chuckmuk, portfolio manager at Clockwise Capital. James, it's great to talk to you.So, Mack did a great job there of sort of laying out why we're going to see this big gap widen. Which of these companies do you think is still set to take on the debt and still demonstrate to investors that there was a reason to get in. Yeah, I mean we own pretty much all of the Max 7 and and then some.Um but at th ...
EQS-PVR: Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Markets.Businessinsider.Com· 2025-12-30 03:09
EQS Voting Rights Announcement: ADTRAN Holdings, Inc.Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution 29.12.2025 / 20:09 CET/CESTDissemination of a Voting Rights Announcement transmitted by EQS News - a service of EQS Group.The issuer is solely responsible for the content of this announcement.Notification of Major Holdings1. Details of issuerName: Adtran Holdings, Inc.Street: 901 Explorer Boulevar ...
Here's Why The Drop In IREN Stock Makes No Sense
247Wallst· 2025-12-30 03:08
IREN (NASDAQ:IREN) looked like an unstoppable growth stock from April to the end of October, gaining more than 1,000% during that stretch. ...
Wall Street Retreats in Year-End Trading Amid Profit-Taking and AI Sector Scrutiny
Stock Market News· 2025-12-30 03:07
U.S. equities experienced a downturn in afternoon trading on Monday, December 29, 2025, as investors engaged in profit-taking during a holiday-shortened week, cooling off from recent rallies. Major market indexes were broadly lower, with particular pressure on heavyweight technology stocks, while the energy sector showed resilience. This cautious sentiment prevails as the market approaches the close of a tumultuous yet ultimately rewarding year, with an eye on key economic data and policy decisions slated f ...
Will PG's Focus Markets Offset Weakness in Baby Care and China?
ZACKS· 2025-12-30 03:06
宝洁公司核心战略与市场表现 - 公司持续将拓展国际市场作为其增长战略的核心支柱 采取平衡策略以把握发达与新兴市场的机遇 [1] - 公司的重点市场是其规模最大、利润最高的地区 也是其综合增长战略的核心 这些市场合计贡献了约80%的总销售额和约90%的税后利润 [1] - 公司对重点市场的扩张战略核心在于优先布局高增长地区、根据当地消费者需求定制产品、加强分销和电子商务覆盖 并将生产率节省的资金再投资于创新和品牌建设 [5] 2026财年第一季度业绩详情 - 2026财年第一季度 公司重点市场有机销售额增长超过1% [2] - 北美市场有机销售额增长1% 欧洲重点市场有机销售额同比持平 其中法国和西班牙增长强劲 但德国和意大利表现疲软 [2] - 大中华区有机销售额增长5% 连续一个季度实现改善 [2] - 整个季度 公司所在品类的消费增速放缓 其市场和品牌的销售量几乎持平 [2] 中国市场挑战与婴儿护理业务 - 尽管在中国取得进展 但公司仍面临市场负增长 反映出充满挑战的经营环境 疲软的消费者情绪、加剧的竞争以及向价值导向型购买的转变 制约了品类增长 [3] - 在大多数品类表现强劲的同时 婴儿护理品类出现一些疲软 婴儿板块销售额同比增长1% 而婴儿护理有机销售额持平 [3] - 公司致力于将深入的消费者洞察转化为高度相关的创新 以契合婴儿护理业务中不断变化的消费者需求 管理层指出今年秋季将在美国婴儿护理业务推出一系列强有力的创新 包括对帮宝适Easy Ups、Swaddlers、Cruisers产品的改进 以及其中端产品线帮宝适Baby Dry的第一阶段升级 [4] 竞争对手战略分析 - 高露洁-棕榄公司的战略核心是通过持续创新巩固其在核心品类的领导地位 同时寻求相邻品类的增长并拓展新市场和渠道 其高端化努力侧重于提供顶级品质、性能更优的先进产品 [7] - 高乐氏公司增长战略的关键支柱是拓展新市场 旨在将其品类领导力延伸至美国以外 公司优先考虑选定的国际市场和增长更快的渠道 其值得信赖的品牌及健康与 wellness 定位能引起消费者强烈共鸣 [8] 股价表现、估值与盈利预测 - 过去六个月 宝洁公司股价下跌9.2% 同期行业指数下跌10.8% [12] - 从估值角度看 宝洁公司的远期市盈率为20.16倍 高于行业平均的18.19倍 [13] - 市场对宝洁公司2026财年和2027财年的每股收益共识预期分别反映同比增长2.3%和5.4% 过去30天内 公司这两个财年的每股收益预期均被下调 [14] - 具体盈利预测如下:当前季度(2025年12月)共识EPS为1.87美元 下一季度(2026年3月)为1.59美元 当前财年(2026年6月)为6.99美元 下一财年(2027年6月)为7.37美元 [15]
Is Plug Power's $700M Revenue Target for 2025 Within Reach?
ZACKS· 2025-12-30 03:06
公司业绩与目标 - Plug Power Inc (PLUG) 设定了2025年实现约7亿美元营收的宏伟目标[1] - 2025年前九个月公司营收为4.847亿美元,同比增长10.8%[1] - 为实现全年目标,公司需要在第四财季创造约2.15亿美元的营收[4][8] 核心增长动力:电解槽业务 - 2025年前九个月电解槽产品线营收同比大幅增长61%[2][8] - 电解槽业务贡献了公司总营收的24.7%[2] - 对GenEco质子交换膜(PEM)电解槽的需求在全球工业和能源市场保持强劲[2] - 公司拥有强大的电解槽项目储备,正致力于在北美、欧洲和澳大利亚部署超过230兆瓦的GenEco电解槽[2] - 近期里程碑包括:为法国Hy2gen的Sunrhyse制氢厂规划5兆瓦电解槽、为荷兰H2 Hollandia项目安装5兆瓦电解槽、向葡萄牙Galp的Sines炼油厂交付10兆瓦GenEco电解槽[2] 业务挑战与抵消因素 - 电解槽业务的增长部分被传统产品需求下降所抵消[3][8] - 具体挑战包括:氢基础设施安装量减少、低温设备项目时间线放缓、GenDrive燃料电池需求疲软、以及工程油气设备销售额下降[3] 市场环境与同行表现 - 同行Bloom Energy Corp (BE) 在2025年第三季度产品和服务营收同比增长55.7%,总营收同比增长57.1%[5] - Bloom Energy的增长得益于对其固体氧化物燃料电池系统的强劲需求以及氢能解决方案采用率的提高[5] - 另一同行Flux Power Holdings Inc (FLUX) 在2026财年第一季度(截至2025年9月)营收为1320万美元,同比下降18%[6] - Flux Power营收下降归因于资本支出减少,但公司仍在扩展其锂离子储能解决方案和SkyEMS软件平台[6] 股价表现与估值 - 过去六个月Plug Power股价上涨38.9%,同期行业涨幅为30%[7] - 公司远期市盈率为负5.94倍,而行业平均为25.28倍[10] - 公司价值评分为F[10] - 过去30天内对PLUG 2025年第四季度业绩的Zacks共识预期保持稳定[11]
Artivion Continues Building Toward Bigger And Better Things
Seeking Alpha· 2025-12-30 03:04
A lot of the value I see at Artivion ( AORT ) still lives in the clinic and is dependent upon clinical results, FDA approvals, and successful commercialization, but the company does continue to execute well, building confidence in the longer-term execution story.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I ...
Deadline Approaching: SLM Corporation (SLM) Shareholders Who Lost Money Urged to Contact Law Offices of Howard G. Smith
Businesswire· 2025-12-30 03:02
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming February 17, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased SLM Corporation a/k/a Sallie Mae ("SLM†or the "Company†) (NASDAQ: SLM) securities between July 25, 2025 and August 14, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN SLM CORPORATION (SLM), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN. ...
Decoding NextEra Energy's Options Activity: What's the Big Picture? - NextEra Energy (NYSE:NEE)
Benzinga· 2025-12-30 03:01
High-rolling investors have positioned themselves bullish on NextEra Energy (NYSE:NEE), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in NEE often signals that someone has privileged information.Today, Benzinga's options scanner spotted 9 options trades for NextEra Energy. This is not a typical pattern.The sentiment among ...