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Can Walmart's High-Margin Verticals Sustain Its Retail Edge?
ZACKS· 2025-07-08 23:36
Key Takeaways Walmart's Q1 gains were led by 50% ad growth and rising membership income. WMT Connect's U.S. operations grew 31%, while Sam's Club advertising climbed 21%. Sam's Club U.S. saw growth in new members, higher renewal rates and an uptick in Plus memberships.Walmart Inc. (WMT) is redefining its growth strategy by focusing on high-margin revenue streams — specifically advertising, memberships and marketplace expansion. This strategic pivot is strengthening the company’s profitability and reinforc ...
Gilead Sciences Rallies 27.2% in Six Months: Buy or Sell the Stock?
ZACKS· 2025-07-08 22:56
公司股价表现 - 吉利德科学(GILD)股价在过去6个月上涨27.2%,同期行业指数下跌2.2%,并跑赢板块和标普500指数[1][6] - 当前市盈率13.62倍,低于大型制药行业平均15.01倍但高于自身历史均值10.52倍[13] - 2025年每股收益预估从7.91美元上调至7.92美元,2026年预估从8.39美元升至8.48美元[15][16] HIV业务进展 - 获得FDA批准全球首个半年注射一次的HIV暴露前预防药物Yeztugo(lenacapavir),突破现有每日口服用药模式[2][4] - 旗舰药物Biktarvy占据美国HIV治疗市场51%份额,PrEP药物Descovy保持40%市场份额[3] - Yeztugo解决口服用药依从性问题,欧洲药管局已受理其上市申请[5][8] - 与默克合作开发islatravir+lenacapavir联合疗法[17] 肝病领域突破 - 新药Livdelzi(seladelpar)获FDA批准治疗原发性胆汁性胆管炎,欧洲获有条件上市许可[9][10] - 通过收购CymaBay强化肝病产品线,初期市场接受度良好[9] 肿瘤业务挑战与机遇 - 细胞疗法产品Yescarta和Tecartus面临欧美市场竞争压力,预计持续至2025年[11] - 乳腺癌药物Trodelvy一季度销售低于预期,但III期ASCENT-03研究显示显著无进展生存期获益[11][12] - 计划2026年推出多发性骨髓瘤药物anito-cel和Trodelvy一线mTNBC适应症[12] 财务与股东回报 - 截至2025年3月末持有79亿美元现金及等价物,季度股息0.79美元/股,股息收益率2.83%[19] - 尽管Medicare Part D改革可能影响Biktarvy销售,但创新管线支撑增长潜力[18]
Wall Street Analysts Predict a 25.31% Upside in LendingClub (LC): Here's What You Should Know
ZACKS· 2025-07-08 22:56
Shares of LendingClub (LC) have gained 14.5% over the past four weeks to close the last trading session at $12.25, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $15.35 indicates a potential upside of 25.3%.The mean estimate comprises 10 short-term price targets with a standard deviation of $2.75. While the lowest estimate of $12.00 indicates a 2% decline from the current price ...
Can Intel Benefit From Higher Tax Credits in the New Tax Bill?
ZACKS· 2025-07-08 22:15
Key Takeaways Intel stands to benefit from higher tax credits under the new law signed on July 4. Boosted funding supports INTC's IDM 2.0 plan and U.S. expansion in Arizona, Ohio, Oregon and New Mexico. INTC is mulling to shift focus to 14A production to strengthen its foundry position and streamline operations.With tax credits for semiconductor firms rising to 35% from the existing 25% slab, the new tax bill (dubbed as the ‘One Big Beautiful Bill’) that President Trump signed into law on July 4 has seemi ...
3 Stocks to Watch in a Thriving Computer Peripheral Equipment Industry
ZACKS· 2025-07-08 22:01
The Zacks Computer-Peripheral Equipment industry players like LG Display (LPL) , Immersion (IMMR) and TransAct Technologies (TACT) are well-poised to benefit from the growing demand for professional gaming accessories, touchscreen and wireless devices, smart glasses and RFID (Radio Frequency Identification) solutions. A continuously improving shipment of personal computers (PCs) bodes well for PC peripheral market prospects. Moreover, the solid demand for 3D-printed health equipment like face shields, nasal ...
Is Most-Watched Stock Affirm Holdings, Inc. (AFRM) Worth Betting on Now?
ZACKS· 2025-07-08 22:01
Affirm Holdings (AFRM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this operator of digital commerce platform have returned +16.1%, compared to the Zacks S&P 500 composite's +3.9% change. During this period, the Zacks Internet - Software industry, which Affirm Holdings falls in, has gained 2.7%. The key question now is: What could be the stock's futur ...
Strength Seen in Oportun Financial (OPRT): Can Its 8.6% Jump Turn into More Strength?
ZACKS· 2025-07-08 21:21
Oportun Financial Corporation (OPRT) shares soared 8.6% in the last trading session to close at $7.69. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 0.7% gain over the past four weeks.Oportun extended its gains for the third consecutive session, climbing higher yesterday after the company issued a letter to shareholders reaffirming its support for CEO Raul Vazquez. In the letter, Oportun urged investors to vote in favor of reta ...
Allot Communications (ALLT) Surges 8.0%: Is This an Indication of Further Gains?
ZACKS· 2025-07-08 21:16
Allot Communications (ALLT) shares ended the last trading session 8% higher at $9.21. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 4.6% loss over the past four weeks.The sharp rise in the stock price was fueled by optimistic investor sentiment, sparked by recent analyst upgrades, promising earnings potential, an expanding customer base, and the effective rollout of the company’s security solutions.This internet ...
Medicus Pharma Ltd. Announces Submission of Type C Meeting Request to the Food and Drug Administration (FDA)
Newsfile· 2025-07-08 19:30
Medicus Pharma Ltd. Announces Submission of Type C Meeting Request to the Food and Drug Administration (FDA)The Company's aim is to seek FDA consent to fast track the Clinical Development Program to treat Basal Cell Carcinoma (BCC) of the skin using Dissolvable Doxorubicin-containing Microneedle Arrays (D-MNA)July 08, 2025 7:30 AM EDT | Source: Medicus Pharma Ltd.Philadelphia, Pennsylvania--(Newsfile Corp. - July 8, 2025) - Medicus Pharma Ltd. (NASDAQ: MDCX) ("Medicus" or the "Company") is ple ...
Crescent Biopharma Appoints Jan Pinkas, Ph.D., as Chief Scientific Officer
Globenewswire· 2025-07-08 19:30
Seasoned Leader Brings Deep Experience in Oncology Drug Development as Company Advances Portfolio of Next Generation Therapeutics for Solid Tumors WALTHAM, Mass., July 08, 2025 (GLOBE NEWSWIRE) -- Crescent Biopharma, Inc. (“Crescent” or the “Company”) (Nasdaq: CBIO), a biotechnology company dedicated to rapidly advancing the next wave of therapies for cancer patients, today announced the appointment of Jan Pinkas, Ph.D., as chief scientific officer. Dr. Pinkas brings more than two decades of experience in o ...