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 ...

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Lucid (LCID 0.74%) investors are hopeful the new Gravity SUV will spur sales for the EV start-up.*Stock prices used were the afternoon prices of June 30, 2025. The video was published on July 2, 2025. ...

Snapchat公司现状 - Snapchat股票估值较低 与同行相比存在深度折价 [1] - 公司盈利能力较弱 资产负债表杠杆率高于同行 [1] 分析师背景 - 分析师Julian Lin专注于寻找具有长期增长潜力的低估公司 [1] - 投资策略注重强劲资产负债表和优质管理团队 选择具有长期增长空间的行业 [1] - 分析师当前持有Snapchat多头仓位 包括股票和衍生品 [2] 分析师服务内容 - 提供高确信度选股清单和完整股票研究报告 [1] - 包含实时交易警报和宏观经济市场分析 [1] - 提供行业专项报告和筛选观察名单 [1]

公司股价表现 - 公司股价在过去三年内增长近10倍 从2022年6月的约5美元/股上涨至当前约47美元/股 主要受生成式人工智能推动服务器需求激增驱动 [2] - 2024年股价曾因监管担忧和做空机构指控出现80%的回调 但市场正在消除公司治理相关折价 [2] - 当前股价对应2025财年预估市盈率22倍 2026财年17倍 考虑到盈利可能增长5倍 该估值具备合理性 [2] 收入增长动力 - 2025财年(截至2025年6月)收入预计增长48%至220亿美元 2026财年预计再增35%至300亿美元 主要受益于数据中心支出增加和AI计算能力提升 [3] - 英伟达Blackwell GPU增产将直接拉动公司服务器需求 因其产品与英伟达生态深度绑定 能快速适配最新GPU [3][4] - AI模型向多模态发展(文本/语音/图像/视频/3D) 持续推高计算需求 预计2027财年收入可能达540亿美元 三年增长2.5倍 [4][5] 竞争优势 - 模块化系统设计和先进冷却/供电技术使公司能比竞争对手更快推出适配英伟达新品的服务器 [4] - 产品定制化程度和能效优于同行 高端产品占比提升 预计明年30%出货服务器将配备液冷系统 [5] - 已解决液冷技术大规模部署难题 虽短期成本压力大 但长期将形成差异化优势 [7][8] 利润率展望 - 调整后净利率从去年同期的10%降至2025年前三季度的6.4% 主因液冷系统销售占比提升 [7] - 规模效应和高端产品结构改善有望推动净利率从2025财年的6%翻倍至2028财年的12% [7][8] - 研发和销售费用增速低于收入增速 将进一步支撑利润率扩张 [8] 估值前景 - 若2025-2027年收入增长2.5倍且利润率翻倍 盈利可能增长5倍 [9] - 市盈率可能从当前22倍降至10倍而非5倍 中期股价或突破100美元/股 存在2倍以上上涨空间 [9] - 增长轨迹持续情况下 股价反应时间窗口(2-3年)差异影响有限 [9]

Virtus Investment Partners (VRTS) shares rallied 6.3% in the last trading session to close at $200.71. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 10.5% gain over the past four weeks.Virtus Investment stock increased in price for the second consecutive trading session. The broader market optimism surrounding potential trade agreements and increased expectations of earlier-than-anticipated interest rate cu ...

The year is halfway over, and artificial intelligence (AI) investing hasn't gone anywhere. Companies are sticking to their plan to spend a record amount on data centers, which are primarily used to power the ever-growing AI workloads.There are several beneficiaries of this trend, but three of my favorites are Nvidia (NVDA 2.62%), Broadcom (AVGO 1.98%), and Taiwan Semiconductor Manufacturing (TSM 4.05%).These stocks aren't new; they've been top AI stocks to buy for several years now. However, there's still p ...

I have a bullish view of Expeditors (NYSE: EXPD ), anchored on their phenomenal returns on equity and strengthened recently by the persistent undervaluation of the stock relative to the market. While the S&P 500 trades at a PE multipleStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we h ...

证券发行 - 发行人WEBUILD SPA发行总额4.5亿欧元的债券 票面利率4.125% 到期日为2031年7月3日 [3] - 债券发行价格为100 [3] 稳定化操作 - 稳定化管理人包括美国银行、法国巴黎银行、高盛、汇丰、意大利联合圣保罗银行、摩根大通和法国外贸银行 [4] - 公告明确声明未进行任何稳定化操作 [2] 发行条款 - 本次债券发行无担保方 [3] - 证券未根据美国证券法1933年法案注册 不得在美国公开发售 [5]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.RTX Corporation ( RTX ), a leading aerospace and defense company, has strongly outperformed the market since my 2024 Buy rating . The stock has surged 18.4%, easily beating the S&P 500’s 2.7% gain, and delivered an even stronger 19.9% return compar ...