a

搜索文档
OFG Bancorp: Strong Performer On Most Levels
Seeking Alpha· 2025-07-18 01:50
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
Can Category Expansion Help lululemon Escape Athleisure Saturation?
ZACKS· 2025-07-18 01:46
Key Takeaways LULU saw just 1% comps growth and 2% U.S. revenue growth in 1Q25 amid domestic market saturation. New product lines like Daydrift and BeCalm aim to broaden appeal across yoga, run, train, golf and tennis. International sales rose 22% in China and 17% in the rest of the world, showing growth outside North America.As the U.S. athleisure market shows signs of maturity, lululemon athletica inc. (LULU) is betting big on category expansion to reinvigorate growth. Despite reporting just 1% comparab ...
Here's where Walmart prices are changing — and staying the same — as Trump's tariffs hit
CNBC· 2025-07-18 01:43
In this articleWMTA family shops in a Walmart Supercenter on May 15, 2025 in Austin, Texas.Brandon Bell | Getty ImagesSECAUCUS, N.J. — As customers walk the aisles of Walmart stores, there are some early signs that higher tariffs are changing pricing.The nation's largest retailer warned in May that it would have to raise prices for its shoppers as President Donald Trump's new duties drive up the cost of many imported goods. About two months later, some household items on Walmart's shelves have higher prices ...
Okta Emphasizes AI-Driven Security: Can PANW Advance Its Lead?
ZACKS· 2025-07-18 01:41
Key Takeaways OKTA expands AI security to protect users, bots and devices under a zero-trust identity framework. OKTA's threat detection now powers PANW's Cortex XSIAM and XDR to enable automated threat protection. CYBR posts strong growth as MSFT scales Entra ID to 900M users, intensifying IAM market competition.Okta (OKTA) is stepping up its efforts in identity protection by putting artificial intelligence (AI) at the center of its security strategy. The company's Identity Threat Protection with Okta AI ...
Intuit Stock Rises 19.3% Year to Date: Still a Buy or Time to Wait?
ZACKS· 2025-07-18 01:41
Key Takeaways INTU has surged 19.3% in 2025, outpacing peers with strength across Consumer and Business segments. AI-driven tools and 77% subscription-based revenues are powering growth and operational efficiency. Platform synergies from TurboTax and Credit Karma are driving adoption and cross-segment revenue gains.Intuit Inc. (INTU) has delivered a solid performance in 2025, with its stock rising 19.3% year to date, outperforming the Zacks Computer – Software industry’s 17.5% appreciation. In contrast to ...
Fifth Third Q2 Earnings Top Estimates on Higher NII & Fee Income
ZACKS· 2025-07-18 01:41
核心观点 - Fifth Third Bancorp(FITB)2025年第二季度调整后每股收益(EPS)为9美分 超出Zacks共识预期的87美分 上年同期为86美分 [1] - 公司业绩受益于净利息收入(NII)增长 手续费收入增加和贷款余额上升 但被费用上升和资产质量恶化所抵消 [1] - 总收入同比增长7.7%至22.5亿美元 超出预期1.8% [3] - 信贷损失准备金同比大增78% 不良贷款组合增长37.8% 显示资产质量恶化 [5][8] 财务表现 - 净利息收入(FTE基础)同比增长7.6%至15亿美元 超出预期的14.8亿美元 [3] - 净息差(FTE基础)从上年同期的2.88%提升至3.12% 超出预期的3.05% [3] - 非利息收入同比增长7.9%至7.5亿美元 主要来自财富管理和消费银行业务 超出预期的7.216亿美元 [4] - 非利息支出同比增长3.5%至12.6亿美元 略低于预期的12.7亿美元 [4] 信贷质量 - 信贷损失准备金达1.73亿美元 同比大增78% 超出预期的1.491亿美元 [5] - 不良贷款和租赁组合达8.86亿美元 同比增长37.8% [5] - 净冲销为1.39亿美元 占平均贷款和租赁的0.45%(年化) 上年同期为1.44亿美元或0.49% [6] - 信贷损失总准备金同比增长5.5%至25.6亿美元 略高于预期的25.3亿美元 [6] 资本状况 - 一级风险资本比率为11.83% 低于上年同期的11.93% [7] - 普通股一级资本(CET1)比率为10.56% 低于上年同期的10.62% [7] - 杠杆比率为9.42% 高于上年同期的9.07% [7] 行业表现 - State Street(STT)第二季度调整后EPS为2.53美元 超出预期的2.36美元 同比增长17.7% 受益于手续费收入增长但被费用增加和NII下降所抵消 [10] - Hancock Whitney(HWC)第二季度调整后EPS为1.37美元 超出预期的1.34美元 同比增长4.6% 受益于非利息收入和NII增长但被费用增加和存款下降所抵消 [11]
SYMBOTIC INC (SYM) Moves 8.7% Higher: Will This Strength Last?
ZACKS· 2025-07-18 01:41
Symbotic Inc. (SYM) shares ended the last trading session 8.7% higher at $52.76. 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 55.8% gain over the past four weeks.The stock is benefiting from the company’s strong project execution, innovation, and a clear product innovation roadmap.This company is expected to post quarterly earnings of $0.03 per share in its upcoming report, which represents a year-over-year chan ...
Netflix Bulls Are Winning The Binge — But Is A Plot Twist Coming After Earnings?
Benzinga· 2025-07-18 01:39
Netflix Inc. NFLX has been one of Wall Street's top binge-worthy stocks, surging nearly 94% over the past year and up more than 40% year to date. But ahead of its second quarter earnings report Thursday after market close, there's tension in the charts — and investors may want to grab the popcorn.Netflix is expected to post earnings per share of $7.06 on revenue of $11.04 billion, per Benzinga Pro data, riding on the back of password-sharing crackdowns, advertising expansion and a stronger-than-expected con ...
West Orange Council Chops Away At Tax Hike In Town Budget (See Updated Numbers)
West Orange, NJ Patch· 2025-07-18 01:37
Politics & GovernmentWest Orange Council Chops Away At Tax Hike In Town Budget (See Updated Numbers)What will be the tax increase for an average homeowner in West Orange? Here's the latest update from township officials.The West Orange Town Council held a budget workshop on July 14, 2025. (Google Maps)WEST ORANGE, NJ — The West Orange Town Council has made some progress chopping away at a potential tax hike in the 2025 municipal budget, its members say.The council held the latest in a series of public budge ...
West Orange Is Facing ‘Builder Remedy’ Lawsuit, Mayor Says
West Orange, NJ Patch· 2025-07-18 01:37
Politics & GovernmentWest Orange Is Facing ‘Builder Remedy’ Lawsuit, Mayor SaysWest Orange has exposed itself to a builder's remedy suit in connection with its affordable housing quota, Mayor Susan McCartney reported.West Orange recently exposed itself to a “builder’s remedy” lawsuit in connection with its affordable housing quota from the state, the town’s mayor says. (Shutterstock)WEST ORANGE, NJ — West Orange recently exposed itself to a “builder’s remedy” lawsuit in connection with its affordable housin ...