Two tech names have brought the initial public offering (IPO) a lot of good publicity in 2025. Today though, those stocks are cooling off. Has the shine from their debuts fully worn off?CoreWeave Inc (NASDAQ:CRWV) stock is down 18.6% at $121.04, after the Nvidia (NVDA)-backed artificial intelligence (AI) data center company's wider-than-expected second-quarter losses per share, despite strong revenue. The security is also brushing off four price-target hikes, while BoFA Global Research lowered its price obj ...

Lumentum Holdings Inc. LITE reported better-than-expected earnings for the fourth quarter on Tuesday.The company posted quarterly earnings of 88 cents per share which beat the analyst consensus estimate of 80 cents per share. The company reported quarterly sales of $480.700 million which beat the analyst consensus estimate of $465.756 million.Lumentum Holdings said it sees first-quarter adjusted EPS of 95 cents to $1.10 and sales of $510.000 million to $540.000 million.“In our fiscal fourth quarter, we exec ...

Atlanta, GA, Aug. 13, 2025 (GLOBE NEWSWIRE) -- ScanTech AI Systems Inc. (the "Company" or "ScanTech AI") (Nasdaq: STAI), a next-generation provider of AI-powered CT screening systems for aviation, customs, and critical infrastructure, is thrilled to announce the development of its upcoming AI-powered software, a groundbreaking upgrade exclusively for the SENTINEL CT Computed Tomography. The next generation AI upgrade represents a bold leap forward in checkpoint operations, combining modern AI-powered intell ...

Image source: The Motley Fool.Aug. 13, 2025 at 10 a.m. ETCALL PARTICIPANTSChief Executive Officer — Luis RaganatoChief Financial Officer — Mariano TannenbaumNeed a quote from a Motley Fool analyst? Email [email protected]TAKEAWAYSTotal revenue-- Total revenue reached $1.1 billion for Q2 2025, with system-wide comparable sales up 12.1% in constant currency, exceeding blended inflation.Adjusted EBITDA-- Adjusted EBITDA reached $110.1 million for Q2 2025; adjusted EBITDA grew by more than 7% and margin expande ...

The Real Brokerage (REAX) FY Conference August 13, 2025 01:15 PM ET Speaker0Good afternoon, everyone, and thanks for joining us for a discussion with The Real Brokerage. Excited to have CFO Ravi Jani joining us. He's gonna go through a number of slides, and then we're gonna do some q and a. If you have a question for Ravi, put it in the, there's a chat button below or feel free to email me at jason.healthteam@opco.com. So with that, Ravi, floor is yours.Speaker1Thanks, Jason, and thanks, to the Oppenheimer ...

Insight Enterprises (NSIT) FY Conference August 13, 2025 01:15 PM ET Company ParticipantsDan Lee - Product SpecialistJames Morgado - CFODan LeeAlright. Good afternoon, everyone. Welcome to Oppenheimer's technology, Internet, and communications conference. My name is Dan Lee with Equity Research Product Desk. It's my pleasure to introduce Insight Enterprises.Presenting from the company is James Morgado, chief financial officer. One housekeeping item. The audience can submit questions via an online portal, an ...

Key Takeaways New defense autonomy, border tech and biometric projects aim to offset Army contract losses for BigBear.ai.International AI partnerships in the UAE and Panama are expected to enhance security and logistics reach.BBAI shares gained 50.9% in three months, while currently trading at a discount to key industry peers.BigBear.ai Holdings, Inc. (BBAI) witnessed notable declines in demand volume on certain Army contracts in its recently reported second quarter of 2025 results. These losses had severe ...

美联储降息预期对市场的影响 - 市场预期美联储将在9月16-17日的政策会议上降息 利率期货交易员认为降息概率从一个月前的不足60%升至近100% [4][5] - 若美联储降息 小型股将显著受益 因许多小型股在经济和财务上具有杠杆效应 被称为"降息轮动"策略 [1] - 小型股代表指数Russell 2000当日上涨超1% 本周累计涨幅超4% 有望创5月以来最佳单周表现 [2][3] 不同板块表现分化 - 以科技巨头为主的CNBC Magnificent 7指数下跌0.3% 尽管早盘曾触及52周新高 [1] - 标普500指数基本持平 主要受大型科技股拖累 [2] - 自2022年底ChatGPT推出以来 Russell 2000指数累计上涨不足26% 同期标普500涨幅达64% [10] 经济数据与政策分歧 - 弱于预期的7月就业增长 5-6月劳动力市场数据下修 以及温和的通胀报告增强了降息呼声 [6] - 7月美联储会议纪要显示决策者存在分歧 两名成员反对维持利率不变 [7] - 特朗普政府持续施压美联储 财长建议应至少降息150个基点 并预测9月可能降息50个基点 [8][9]

Key Takeaways Progressive invests in AI and telematics to improve pricing accuracy and uncover new growth avenues.The Snapshot program uses driving behavior data to enhance risk segmentation and profitability.Digital tools and predictive analytics streamline claims, detect fraud and improve customer satisfaction.Progressive Corporation (PGR) stands out as a technology-driven leader in the insurance industry, using innovation to streamline operations, enhance customer service and keep pricing competitive. Th ...

公司近期表现 - 公司股票近期表现不佳 过去三个月下跌21.3% 而同期行业上涨1.7% 标普500上涨10.1% [1] - 公司股票表现逊于同行 Teladoc Health下跌1.9% Amwell下跌0.8% [6] - 公司2025年第二季度业绩公布 营收和利润均有显著改善 但批发收入下降令人失望 [2] 财务业绩 - 2025年第二季度在线收入渠道表现强劲 订阅用户增长30.8%至240万 每用户月均在线收入增长29.8%至74美元 [9][10] - 2025年第三季度营收预期5.7-5.9亿美元(同比增长42-47%) 全年营收预期23-24亿美元(同比增长56-63%) [7] - 2025年全年EBITDA预期上调至2.95-3.35亿美元 [11] - 毛利率下降491个基点 主要由于产品成本上升 [9][15] 业务发展 - 订阅模式驱动收入增长 提供30-360天灵活计费周期 涵盖性健康、皮肤科、心理健康、减肥等多个领域 [11] - 扩展至高影响力专科领域 如荷尔蒙健康和长寿领域 利用内部实验室能力提供更精准的医疗服务 [10] - 2025年5月完成8.7亿美元可转换债券发行 用于全球扩张和战略收购 [12] - 任命Mo Elshenawy为首席技术官 加强AI在诊断、个性化治疗计划和运营效率中的应用 [12] 国际扩张 - 计划2026年在加拿大推出经济实惠的减肥计划 预计将首次全球提供通用型semaglutide [13] - 完成对欧洲数字健康平台ZAVA的收购 拓展英国、德国、法国和爱尔兰市场 [14] 估值与预期 - 公司12个月前瞻市销率4倍 低于行业平均5.5倍 但高于自身三年中位数2.3倍 [16] - 同行Teladoc Health和Amwell的12个月前瞻市销率分别为0.5倍和0.4倍 [18] - 2025年盈利预期在过去60天下调12.3%至0.64美元 [19] - Zacks增长评分为A 显示持续增长潜力 [22]