Cencora ( COR ) hasn’t received much coverage since early August, despite its growing relevance and strong fundamentals. The company remains largely overlooked by investors, yet I view it as one of the most attractive names in theHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind eve ...

McDonald’s reportedly urged restaurant operators to remain focused on value in a drive to reverse declining guest counts.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.In a memo to operators delivered after the co ...

Robinhood Markets, Inc. (NASDAQ:HOOD) is trading lower on Friday. Yesterday, the company reported its earnings and the shares fell almost 11%.But the shares may soon find a bottom and even reverse. This is why Robinhood is the Stock of the Day. • Check out what HOOD stock is doing here.When markets are moving higher, people who were sellers can regret their decisions to sell. A number of them may decide to buy their shares back. But they will only do so if they can buy them for the same price they were sold ...

异常期权活动概况 - 监测到64笔不寻常的英特尔期权交易，表明有大资金采取了行动 [1] - 整体市场情绪出现分歧，看涨比例为45%，看跌比例为46% [2] - 在异常交易中，看跌期权有24笔，总金额为3,597,498美元；看涨期权有40笔，总金额为2,984,615美元 [2] 价格目标与交易区间 - 大额交易者关注的价格区间为每股17.0美元至60.0美元 [3] - 过去一个月内，分析师给出的平均目标股价为43.0美元 [12] - 当前股价为37.27美元，日内上涨0.09% [15] 关键交易与分析师观点 - 发现一笔重大看跌期权交易：2027年1月15日到期、行权价40.0美元的看涨期权，交易额达442,500美元 [10] - 分析师评级呈现分化，TD Cowen给予持有评级，目标价38美元；Tigress Financial给予买入评级，目标价52美元 [13] - 期权平均未平仓合约为13,721.57份，总交易量达到74,685.00份 [4] 公司基本面与市场数据 - 公司是数字芯片制造领导者，专注于全球个人电脑和数据中心市场的微处理器设计与制造 [11] - 公司在中央处理器市场保持份额领先地位，并致力于重振其芯片制造业务 [11] - 当前股票交易量为63,061,840股，相对强弱指数暗示可能接近超买区域 [15]

BlackRock is one of the largest exchange-traded fund providers, and its iShares brand is extremely popular and reliable. ...

财务业绩摘要 - 第三季度总收入同比下降14.7%至6.15亿加元（4.46亿美元），主要由于铀和燃料服务销量下降 [1][4] - 调整后每股收益同比增长17%至0.07加元，但较市场共识预期低75% [1] - 铀业务收入下降12.8%至5.23亿加元（3.79亿美元），因销量下降16%至610万磅，部分被加元平均实现价格上涨4%所抵消 [3] - 燃料服务业务收入下降24%至9100万加元（6600万美元），尽管平均实现价格大幅上涨42%，但销量暴跌46%至190万千克铀 [4] 生产与运营 - 第三季度铀总产量增长2%至440万磅，其中Cigar Lake矿产量增长47%至220万磅，McArthur River/Key Lake矿产量下降21%至220万磅 [2] - 燃料服务业务产量同比下降3%至310万千克铀 [4] - 总销售成本下降20%至约3.85亿加元（2.79亿美元），铀业务成本因平均单位销售成本和销量下降而减少19% [5] 西屋电气与财务状况 - 公司从西屋电气调整后EBITDA中分得1.24亿美元，与去年同期1.22亿美元基本持平 [6] - 2025年10月，公司获得其在捷克杜科瓦尼核电站两个核反应堆建设项目中的49%份额，即1.715亿美元 [6] - 截至第三季度末，公司拥有7.79亿加元（5.65亿美元）现金及等价物，10亿加元（7.25亿美元）长期债务，以及10亿加元（7.25亿美元）未提取的循环信贷额度 [7] 2025年业绩指引 - 维持2025年总收入指引在33-35.5亿加元，尽管McArthur River矿出现开发延迟 [10][11] - 铀业务收入预计为28-30亿加元，基于约每磅87.00美元的平均实现价格 [11] - 燃料服务业务收入预计为5-5.5亿美元，计划产量在1300-1400万千克铀之间 [11] - 公司将其2025年铀交付量目标从之前的31-34百万磅修订为32-34百万磅，2024年交付量为3360万磅，2025年迄今已交付2180万磅 [9] 同业比较 - Energy Fuels第三季度收入飙升337.6%至1770万美元，因铀销量从5万磅增至24万磅，抵消了价格下跌，每股亏损0.07美元，与去年同期持平但优于预期 [12][13] - Ur-Energy第三季度每股亏损0.07美元，差于预期，收入为632万美元，低于预期，销量为11万磅，平均价格为每磅57.48美元 [13][14] 市场表现与估值 - 过去三个月，公司股价上涨17.3%，表现优于行业（增长1.6%）和基础材料板块（增长0.3%），但落后于Energy Fuels（上涨58.3%）[18] - 公司远期市销率为15.87，远高于行业平均的1.45，估值分数为F，表明估值偏高 [19] - Energy Fuels和Ur-Energy的远期市销率分别为29.11和5.3 [21] 长期前景与战略 - 全球对核能的关注、地缘政治事件和能源安全担忧为核电行业创造了顺风 [22] - 公司正投资提高产量，包括将Cigar Lake矿寿命延长至2036年，并将McArthur River和Key Lake的产量从1800万磅提高至许可的年产能2500万磅 [22] - 公司拥有低成本、高品位的资产和多元化的核燃料循环组合，有望从长期趋势中受益 [22] 盈利预期修订 - 过去60天，对公司2025年和2026年的盈利共识预期呈下降趋势，2025年预期下调5.31%，2026年预期下调5.41% [15][16] - 当前对2025年的每股收益共识预期为1.07加元，暗示同比增长118.4%，对2026年的预期为1.40加元，暗示增长30.5% [16][17]

Key Takeaways DELL trades at 14.87X forward P/E, well below the sector's 29.15X, signaling strong value appeal. AI-optimized server revenue hit $8.2B in Q2 FY26, with $11.7B in backlog and rising demand. Q3 FY26 revenue guidance of $26.5B-$27.5B points to 11% year-over-year growth for DELL. Dell Technologies (DELL) stock is trading at a significant discount, as suggested by the Value Score of  A. In terms of the forward 12-month Price/Earnings, DELL is trading at 14.87X, lower than the Zacks Computer & Tech ...

Opendoor Technologies Inc (NASDAQ: OPEN) tanked as much as 20% on Nov. 7 after the digital real estate marketplace reported a wider-than-expected loss for its third financial quarter (Q3). Moreover, t... ...

Looking into the current session, Microsoft Inc. (NASDAQ:MSFT) shares are trading at $495.37, after a 0.35% decrease. Over the past month, the stock decreased by 3.05%, but over the past year, it actually increased by 18.51%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. Microsoft P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio measures the current share price t ...

Now, just so you understand. Do you remember that the Biden administration had the highest inflation in 48 years, but most people say ever recorded. Do you remember that.Right. Do you remember it. Did they have the highest inflation in 48 years. Did they.Just answer me the question. You know the answer. The answer is yes.They had the worst inflation in 48 years. We have almost no inflation. We're down now to 2% and we'll be maybe 1%.You want to always stay above 1%. Actually, you want a little tiny bit of i ...