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Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst
Benzinga· 2025-07-15 01:27
Nebius Group NBIS stock surged on Monday after Goldman Sachs analyst Alexander Duval initiated coverage with a Buy rating and announced a price target of $68.Duval noted that Nebius is emerging as a key player in the fast-growing AI Neoclouds space — a niche segment within the broader GPU-as-a-Service (GPUaaS) market. The analyst pointed out that this market allows AI startups, enterprises and hyperscalers to rent GPU infrastructure remotely via the cloud to run large-scale AI training and inference workloa ...
All You Need to Know About DHT Holdings (DHT) Rating Upgrade to Strong Buy
ZACKS· 2025-07-15 01:01
DHT Holdings (DHT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Indivi ...
All You Need to Know About Fox (FOX) Rating Upgrade to Strong Buy
ZACKS· 2025-07-15 01:01
Fox Corporation (FOX) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The pow ...
Aris Mining Corporation (ARMN) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-07-15 01:01
Aris Mining Corporation (ARMN) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the sy ...
DexCom (DXCM) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2025-07-15 01:01
DexCom (DXCM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earnings ...
Why SanDisk Stock Slumped on Monday
The Motley Fool· 2025-07-15 00:57
公司表现 - SanDisk股价在周一早盘下跌8.3% [1] - 公司过去12个月亏损达15亿美元 [5] - 分析师预计2025年亏损可能进一步扩大至14亿美元 [5] 行业动态 - 2025年上半年计算机内存需求和定价表现优于预期 [3] - 2025年下半年需求和定价预计低于季节性水平且存在下行趋势 [4] - 该趋势同时影响SanDisk及其竞争对手Micron [4] 未来展望 - 预计2026年公司将恢复盈利,净利润或达6.07亿美元 [6] - 基于2026年盈利预测,公司市盈率约为11倍 [6] - 当前股价下跌可能为长期投资者提供买入机会 [6]
BLOK Benefitting From Bitcoin's Boom, Reiterate Buy
Seeking Alpha· 2025-07-15 00:11
Bitcoin ( BTC-USD ) has had a stellar run, approaching the $120,000 mark after busting through its previous all-time high near $112,000 earlier this month. The world’s most valuable cryptocurrency is now up by more than 100% over the past year. It, along with gold, has performed well amidFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment fi ...
Arm Holdings' Momentum Reversal Playing Out - Wait For Dips Before Adding
Seeking Alpha· 2025-07-14 23:05
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ARM, NVDA either through stock ownership, options, or other derivatives. I wrote this article ...
Capitalize on Bitcoin's Bull Run With Leveraged ETFs in Crypto Week
ZACKS· 2025-07-14 23:01
Bitcoin surged past the $120,000 mark for the first time, extending its bullish run as investor sentiment continues to improve. The rally marks a significant breakout from the narrow trading range that had persisted for months, reviving optimism after a period of stagnation. The world’s largest cryptocurrency has now climbed nearly 30% since December and more than doubled in 2024.As Bitcoin surges to new all-time highs, investors looking to amplify their exposure are increasingly turning to leveraged Bitcoi ...
Wall Street Analysts See a 25.67% Upside in Ardmore Shipping (ASC): Can the Stock Really Move This High?
ZACKS· 2025-07-14 22:55
股价表现与目标价 - Ardmore Shipping(ASC)最新收盘价为10 48美元 过去四周涨幅达2 9% [1] - 华尔街分析师给出的平均目标价为13 17美元 隐含25 7%上行空间 最低目标价12 5美元(19 3%涨幅)与最高目标价14美元(33 6%涨幅)的标准差为0 76美元 [1][2] - 分析师目标价离散度较低 显示对股价变动方向和幅度存在高度共识 [9] 盈利预测调整 - 过去30天内公司获得1次盈利预测上调 零次下调 Zacks共识预期上调16 2% [12] - 分析师对盈利预测修正呈现强烈一致性 历史实证显示盈利预测修正趋势与短期股价走势存在强相关性 [11] - ASC当前Zacks评级为2级(买入) 位列覆盖股票前20% 该评级基于四项盈利预测相关因素 [13] 目标价有效性分析 - 学术研究表明 分析师目标价作为单一指标对股价实际走向的预测准确性存疑 [7] - 华尔街分析师可能因商业利益关系(如承销业务)设定过度乐观的目标价 [8] - 尽管不应完全忽视目标价 但单独依赖其做投资决策可能导致不理想的投资回报 [10] 综合评估 - 虽然共识目标价本身可靠性有限 但其隐含的股价方向性指引仍具参考价值 [14] - 盈利预测持续上调与Zacks评级共同构成公司短期上涨潜力的支撑因素 [11][13]