Key Takeaways PRIM's Q3 revenues are projected to rise 9.8% yoy, led by strength in Utilities and Energy segments.Renewables and data center projects likely boosted backlog and supported margin stability amid tariff risks.Despite robust growth and a 122% stock surge, PRIM's premium valuation limits entry appeal.Primoris Services Corporation (PRIM) is scheduled to report its third-quarter 2025 results on Nov. 3, after market close.In the last reported quarter, the company’s adjusted earnings per share (EPS) ...

If any technology firm could be described as a darling of the financial markets, it would be NVIDIA (NASDAQ:NVDA). ...

The Q3 earnings season is shaping up to be a tough quarter, with most companies reporting slowing growth and weaker macroeconomic fundamentals. Stocks have a lot to prove to maintain elevated valuations, and in many cases, earnings releasesWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular co ...

Following the company's 3Q25 results, we fine-tune our WH Group 2025E underlying NI by +2.2% and revise down our 2026E/27E NI within 0.5%. We lower our 12m TP to HK$8.9 (from HK$9.0) with unchanged SOTP but narrowing NAV discounts from 35% to 28% as we mark to market for our Buy-rated conglomerates' average NAV discounts since 2010. Our Shuanghui 2025-27E NP is lifted by 0.7-0.9% on better packaged meat unit profit outlook, and our 12m TP is now Rmb25 (from Rmb24.8), still based on 17X 2025 PE. Reiterate Bu ...

Key Points Tariffs, inflation, rising competition and other factors have knocked Lululemon shares down more than 50% in 2025. However, the company is putting new product innovation at the center of its recovery efforts. If the stock's low valuation persists, the company could even become an acquisition target. 10 stocks we like better than Lululemon Athletica Inc. › So far this year, numerous issues have weighed heavily on Lululemon (NASDAQ: LULU). The athleisure apparel company's shares have fal ...

Key Points Flowserve beat on earnings, but missed on sales last night. The company's profit per share tripled year over year, and power equipment sales are booming. 10 stocks we like better than Flowserve › Flowserve (NYSE: FLS) stock surged ahead 25.1% through 10:35 a.m. ET Wednesday despite reporting mixed earnings last night. Heading into the Q3 report, analysts forecast Flowserve would earn only $0.80 per share non-GAAP (generally accepted accounting principles) on sales of just over $1.2 billi ...

公司分析 - 陶氏公司被分析认为是一只估值过低的材料股 [1] - 分析发现公司存在轻微的收入下滑 [1]

核心观点 - BetterInvesting杂志的编辑咨询与证券审查委员会将台积公司ADR评选为2026年1月/2月刊的“研究标的”，认为其值得进一步研究 [1] - 同期杂志还将对金宝汤公司进行基本面审查，委员会认为从估值偏低的角度看该公司值得研究 [2] 公司研究信息 - 关于台积公司的完整报告将刊登于2026年1月/2月刊的BetterInvesting杂志 [2] - 投资者可通过全国投资者协会公司提供的链接，在单一页面上查看台积公司的销售额、盈利、税前利润、股本回报率等基本面数据 [2] 相关机构背景 - BetterInvesting是一个全国性的501(c)(3)非营利性投资教育组织，自1951年以来一直为普通美国人提供赋能服务 [4] - 该组织也被称为全国投资者协会，已帮助超过500万人学习如何改善其财务未来 [4] - BetterInvesting提供公正、深入的投资教育以及强大的在线股票分析工具 [4]

交易动态 - Ark Invest近期出售181,294股特斯拉股票 [1] - 交易后特斯拉仍是Ark Invest投资组合中最大持仓 持有超过300万股 价值约10亿美元 组合权重从8.5%降至7% [1] 投资组合管理 - 基金持续调整头寸是正常操作 尤其对于像Ark Invest这样的成长型基金 其头寸价值在短期内可能出现巨大波动 [2] - 减持主要头寸不应直接视为看跌指标 [2] 公司估值与前景 - 特斯拉股票长期目标价为2600美元 [1] - 尽管长期可能被低估 但相对于近期潜力 股价明显昂贵 交易价格达销售额的17倍 较其他电动汽车股票存在巨大溢价 [4] - 分析师预计特斯拉销售额将下降 并警告未来一年面临困难 [4] 管理层观点解读 - 对特斯拉长期前景仍非常看好 此次调整可能因头寸规模过大 与基金风险管理偏好不符 [3] - 减持行为可能反映出对股票当前估值与短期潜力之间关系的担忧 [4]

3M (NYSE: MMM) shares have increased by 13% in the last week, and they are presently trading at $171.60. Our machine-driven multi-factor analysis indicates that it could be time to divest from MMM stock. We maintain a generally pessimistic outlook on the stock, and a price of $120 might be achievable. ST. PAUL, MN - JANUARY 02: General Views of the 3M Global Headquarters in the Maplewood suburb on January 02, 2024 in St. Paul, Minnesota. (Photo by AaronP/Bauer-Griffin/GC Images)GC ImagesWe believe there are ...