Key Points Redwire stock is switching CFOs -- in November. One big Redwire stockholder just filed to sell off nearly 10 million shares. 10 stocks we like better than Redwire › Redwire Corporation (NYSE: RDW) plunged 7.5% through 11:11 a.m. ET Thursday after the space infrastructure stock announced (yesterday) its CFO Jonathan Baliff will retire, to be replaced by current chief accounting officer Chris Edmunds, at the end of November. But that was only the first shoe to drop. In a separate announce ...

文章核心观点 - 9月份标准普尔500指数中表现最差的股票包括CarMax、FactSet Research Systems、Kenvue、Deckers Outdoor和Synopsys等公司 [1] - 这些公司股价下跌的主要原因是季度财报表现令人失望以及面临特定的行业或公司挑战 [3][4][5][6][7] - 尽管这些个股下跌，但同期标准普尔500指数上涨了3.5% [8] CarMax (KMX) 表现分析 - 公司股价在9月份下跌24.8% [3] - 公司在美国拥有超过250个地点，从事新车和二手车的销售、融资和服务业务 [3] - 第二季度财报表现令人失望，营收同比下降，利润大幅下降25% [3] - 股价下跌反映了消费者购车热情降低 [3] FactSet Research Systems (FDS) 表现分析 - 公司股价在9月份下跌22.3% [4] - 公司为专业投资者提供金融数据和分析服务 [4] - 财报结果低于分析师预期 [4] Kenvue (KVUE) 表现分析 - 公司股价在9月份下跌21.9% [5] - 公司于2023年从强生公司分拆出来，专注于消费品业务，旗下品牌包括李施德林、Zyrtec、Motrin、邦迪和泰诺等 [5] - 近期股价下跌与特朗普总统等人声称泰诺与自闭症存在关联有关 [5] Deckers Outdoor (DECK) 表现分析 - 公司股价在9月份下跌17.5% [6] - 公司是一家户外服装公司，品牌包括Uggs、Teva和Hoka等 [6] - 股价下跌部分原因是对关税影响的担忧以及对经济不确定性抑制消费者购买欲望的普遍忧虑 [6] - 公司上一份盈利报告令投资者失望 [6] Synopsys (SNPS) 表现分析 - 公司股价在9月份下跌16.7% [7] - 公司专注于用于设计和测试半导体芯片的软件 [7] - 股价下跌部分原因是来自主要客户的需求减弱以及特朗普政府的出口限制（现已取消） [7] 市场整体表现 - 尽管这些个股下跌，但标准普尔500指数在9月份上涨了3.5% [8]

Key Points Warren Buffett's Berkshire Hathaway owns a big stake in Occidental Petroleum. Berkshire is set to buy Occidental's chemical business, OxyChem, for $9.7 billion. While Occidental will use the proceeds to repay debt, Berkshire is expanding its noninsurance portfolio. 10 stocks we like better than Berkshire Hathaway › Just before Warren Buffett retires as the CEO of Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) later this year, the company has struck its biggest deal in three years. On Oc ...

Key Points Firefly reported year-over-year declines in sales and net income. The company reported a backlog of $1.3 billion. Management projects 2025 revenue of $133 million to $145 million. 10 stocks we like better than Firefly Aerospace › Firefly Aerospace (NASDAQ: FLY) reported its first quarterly earnings report after the market closed yesterday, and investors weren't impressed. Although there were some bright spots in the company's second-quarter 2025 financial results, investors are more att ...

投资逻辑 - 多位知名投资者在近期季度建仓或大幅增持UnitedHealth Group (UNH)股票，例如沃伦·巴菲特新建仓位持有5,039,564股，占其投资组合的0.6% [6] - 大卫·泰珀将其在UnitedHealth的持仓增加了1,300%，现持有2,450,000股，占其投资组合的11%以上 [6] - 迈克尔·伯里新建仓位买入20,000股，并购买了350,000份看涨期权，该股票及期权占其投资组合的19%以上 [12] 公司基本面 - UnitedHealth Group是美国最大的健康保险公司，业务包括UnitedHealthcare保险和Optum服务部门，这种领导地位和结构构成了强大的护城河 [8] - 公司近期面临挑战，包括司法部对其医疗保险业务的持续调查以及高于预期的成本，导致其季度业绩令人失望 [7] - 公司正积极采取措施应对挑战，包括削减成本过高的计划以及利用人工智能简化运营 [9] - 公司管理层相信能够解决当前问题并重获盈利增长潜力 [10] 估值水平 - 该股在过去一年下跌超过40% [7] - 股票当前交易的过去12个月市盈率约为14倍，接近其五年来的最低水平 [11] - 考虑到公司的市场主导地位、强大的护城河以及专注于复苏，当前估值水平显得非常低廉 [11]

This restaurant stock is down, but it may not be out.Portillo's (PTLO -0.16%) has had a rough year between weak consumer spending and some poorly executed restaurant launches. Management is pulling back on growth plans, which the market doesn't like but may prove to be the right move long-term.*Stock prices used were end-of-day prices of Sept. 17, 2025. The video was published on Sept. 19, 2025. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

股价表现 - 公司股价连续7个交易日下跌 累计跌幅达9.4% [1] - 过去7个交易日市值蒸发约9.26亿美元 当前市值约为98亿美元 [4] - 尽管近期下跌 公司股价仍较2024年底水平高出3.8% 但跑输同期标普500指数11.1%的涨幅 [4] 业务运营 - 公司在拉斯维加斯业务出现疲软 主要受美高梅大酒店客房改造及赌台游戏持有率走弱影响 [3] - 国际业务表现强劲 数字业务板块持续增长 部分抵消了拉斯维加斯业务的负面影响 [3] - 公司在美国和澳门经营赌场、酒店及娱乐度假村 截至2021年2月拥有29个目的地游戏项目 [1] 市场对比 - 公司当前股价表现与标普500指数形成明显反差 后者年内涨幅达11.1% [4] - 特雷菲斯高质量投资组合(包含30只股票)历史表现持续超越基准指数(包括标普500、标普中盘指数和罗素2000指数) [6][7]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

股价表现 - 股价从上周五收盘至本周四收盘期间暴跌18.9% [2] - 周一到周三持续下跌 周四出现小幅回升但未能扭转整体跌势 [1] 分析师评级变动 - Ladenburg分析师Michael Legg将评级从买入下调至卖出 目标价从51美元大幅下调至9美元 [4] - 评级调整发生在7月初次覆盖给予买入评级后仅一个月时间 [4] 市场反应与催化剂 - 分析师看空观点直接引发投资者持续抛售行为 [5] - 周四股价小幅回升因公司宣布进入美国陆军xTechSearch 9竞赛决赛轮 [6] - 该竞赛由美国陆军xTech项目主导 旨在与高科技公司合作开发关键国防应用解决方案 [6] 投资视角分析 - 分析师价格目标通常基于较短投资周期 对长期持有者参考价值有限 [7] - 军方合作消息虽积极但未改变公司基本投资逻辑 [7] - 若投资者此前看好该公司 本周事件不应改变其投资立场 [8]