公司动态 - Incyte Corporation（NASDAQ: INCY）是一家处于商业化阶段的医疗保健公司 [1] - 公司宣布任命Bill Meury为新任首席执行官，这可能意味着公司战略的转变 [1] - Bill Meury在相关领域拥有出色的业绩记录 [1] 行业分析 - ELAM1致力于为金融专业人士和投资者提供科学和临床专业知识，帮助他们在医疗保健领域做出更明智的投资决策 [1] - ELAM1通过弥合尖端科学和金融策略之间的差距，帮助客户发现隐藏价值并更准确地评估风险 [1]

被列入Zacks Rank 5(强力卖出)名单的股票 - Adecoagro S A(AGRO)是一家农业工业公司 过去60天内其当年盈利的Zacks共识预期被下调12 5% [1] - Barings BDC Inc(BBDC)是一家投资公司 过去60天内其当年盈利的Zacks共识预期被下调4 6% [1] - Core Natural Resources Inc(CNR)是一家冶金和动力煤公司 过去60天内其当年盈利的Zacks共识预期被大幅下调44 4% [2] 盈利预期调整情况 - 农业工业公司Adecoagro S A(AGRO)盈利预期下调幅度达12 5个百分点 [1] - 投资公司Barings BDC Inc(BBDC)盈利预期下调幅度为4 6个百分点 [1] - 煤炭公司Core Natural Resources Inc(CNR)盈利预期出现最大幅度下调 达44 4个百分点 [2]

公司分析 - UnitedHealth Group (NYSE: UNH) 是目前最难定价的股票之一 难以给出具体评级 [1] - 公司拥有稳健的业务模式 但此前以韧性著称的商业模式正面临挑战 [1] 分析师背景 - 分析师拥有广泛的金融市场从业经验 覆盖过巴西及全球股票 [1] - 分析师采用价值投资方法 主要基于基本面分析 专注于识别具有增长潜力的低估股票 [1]

公司股价表现 - 百事可乐(PEP)股价年内下跌10% 而可口可乐(KO)股价上涨16% 主要归因于百事北美业务疲软[2] - 百事旗下Frito-Lay零食部门消费者兴趣下降 Quaker Foods北美分部因燕麦产品召回事件遭受重大打击[2] - 可口可乐股票自2021年1月以来上涨约40%(50美元至70美元) 百事同期仅微涨4%(130美元至135美元) 均跑输同期标普500指数65%的涨幅[10] 财务业绩对比 - 可口可乐2021-2024年营收年均增长7%(387亿→471亿美元) 略高于百事的5%(795亿→919亿美元)[4] - 可口可乐净利率从25.3%降至22.6% 百事净利率从9.6%提升至10.4%[8] - 可口可乐债务权益比16%优于百事的27% 现金资产比14%也高于百事的8%[9] 业务发展驱动因素 - 可口可乐增长来自居家/外出双渠道 北美和拉美地区表现突出 定价策略有效应对通胀[5] - 百事增长依靠饮料和零食业务 零糖款Pepsi和佳得乐市场份额提升 但Quaker燕麦召回事件(2023年底因沙门氏菌污染)导致工厂永久关闭[6] 投资价值分析 - 百事当前市盈率17倍(历史平均22倍) 显著低于可口可乐的25倍(历史平均22倍)[12][13] - 预计百事今年营收持平 但明年将恢复中个位数增长 当前估值折价提供投资机会[14] - 可口可乐2021-2024年年度回报率分别为11%/11%/-4%/9% 百事同期为21%/7%/-3%/-8%[16]

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, July 3rd:European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.European Wax Center has a PEG ratio of 0.50 compared with 3.50 for the industry. The company possesses a  Growth Score of B.Dell Technologies Inc. (DELL) : This in ...

HOUSTON, July 03, 2025 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced today that it will host a conference call to discuss its second quarter financial results on Thursday, July 31, 2025, at 7:30 a.m. Central Time (8:30 a.m. Eastern Time). The company plans to issue its second quarter 2025 earnings release and earnings presentation in advance of the call. Both will be available on KBR’s website. The conference call will be webcast simultaneously through the Investor Relations section of KBR’s website at inve ...

Seoul, South Korea , July 03, 2025 (GLOBE NEWSWIRE) -- GRAVITY Co., Ltd. (NasdaqGM: GRVY) (“Gravity” or “Company”), a developer and publisher of online and mobile games, announced that GRAVITY Game Vision, Ltd., Gravity's wholly-owned subsidiary, has officially launched Ragnarok: Twilight (Chinese Title: RO仙境傳說：曙光), an MMORPG Mobile game, in Taiwan, Hong Kong and Macau on July 3, 2025. Ragnarok: Twilight provides the classic element of the original Ragnarok Online while introducing unique features like the ...

SINGAPORE, July 03, 2025 (GLOBE NEWSWIRE) -- OMS Energy Technologies Inc. (“OMS” or the “Company”) (Nasdaq: OMSE), a growth-oriented manufacturer of surface wellhead systems (“SWS”) and oil country tubular goods (“OCTG”) for the oil and gas industry, today announced that its CEO Mr. How Meng Hock will join a leadership panel at the Third Annual ORY APAC-US Conference, taking place on July 8–9, 2025, in Singapore. Mr. How will participate in the opening panel session, titled “The Long Game: Building Business ...

Dan Ives of Wedbush, known for his bullish tech takes, just raised his price target on CrowdStrike Holdings (NASDAQ: CRWD) to $575. The upgrade comes amid an impressive 2025 performance. CrowdStrike stock is up 42.83% year-to-date, currently trading at $496.10 after a 0.82% rise in Wednesday’s session. The new $575 target represents 15.9% upside from current levels, reflecting what the Wedbush analyst described as “increased momentum in the field around its cyber platform approach.”CrowdStrike price predict ...

Snapchat ( SNAP ) might be in trouble. That certainly is what’s implied by the low stock valuation, which places the stock at a deep discount to close peers. The company is not as profitable and its balance sheet is more leveraged thanJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add a ...