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Centene's 40% Crash: Generational Buy Or Value Trap?
Seeking Alpha· 2025-07-04 01:22
The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...
Okta Eyes 15% Revenue CAGR by FY26: What's the Upside Potential?
ZACKS· 2025-07-04 01:20
Key Takeaways OKTA aims to grow revenues from $1.86B in FY23 to $2.85-2.86B by FY26, a 15% CAGR. OKTA's revenues rose 11.5% to $688M in Q1 FY26, with RPO up 21% and large ACV customers up 20%. Expanding identity offerings and strategic AWS ties fuel enterprise traction and sales execution.Okta (OKTA) is aiming to deliver a 15% compound annual growth rate (CAGR) in revenues, with projections rising from $1.86 billion in fiscal 2023 to around $2.85-2.86 billion by fiscal 2026. While near-term guidance remai ...
Earnings Estimates Moving Higher for STMicroelectronics (STM): Time to Buy?
ZACKS· 2025-07-04 01:20
STMicroelectronics (STM) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this chip company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ...
高温+高湿 哪些健康风险要防范?
央视网· 2025-07-04 01:20
央视网消息:7月1日至7日,全国十余省份将开启"桑拿"模式。7月2日,国家疾病预防控制局联合中国气象局发布首个全国高温健康风险预警。那么,具体 哪些地方将面临高温健康风险?我们又该如何应对这样的风险呢? 心脑血管等慢性病急性发作风险增加 持久的高温高湿,会增加中暑和心脑血管等慢性病的急性发作风险。据中国天气网大数据测算,当气温高于一定数值后,在相同的气温下,相对湿度越大, 体感温度的增幅就越明显。在不考虑风速和太阳辐射因素的情况下,当一个地方的气温达到32℃,湿度在50%左右时,体感温度就可达到高温标准,当相对 湿度达到100%时,体感温度甚至能超过50℃。 警惕热射病 出现这些症状需提前应对 专家介绍,中暑并不是一蹴而就的,是一个由轻到重的连续过程,具有隐蔽性和迷惑性,如未引起重视,发展到热射病等重症中暑时,病情就会急转直下, 甚至危及生命。因此,当出现大汗淋漓、四肢无力、口渴、头晕、头痛等先兆中暑的症状时,需赶快离开高温环境,寻找阴凉通风处休息;少量多次补充含 有盐分的清凉饮料,迅速降温。而一旦出现重症中暑症状,发病后3小时为抢救的"黄金3小时",需立即拨打急救电话就医,等待的同时采取现场救治。 从首次发 ...
Surging Earnings Estimates Signal Upside for FVCBankcorp (FVCB) Stock
ZACKS· 2025-07-04 01:20
FVCBankcorp (FVCB) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and n ...
Small Business Boom Is Quietly Benefiting These Dividend Stocks
Forbes· 2025-07-04 01:20
Cheerful shop owner using a digital tablet while standing in her grocery store. Successful female ... More entrepreneur running her small business using wireless technology.gettyIgnore the vanilla mainstream media. Small business mojo is gaining steam. Main Street getting its groove back will directly benefit these two dividend stocks.The NFIB Small Business Optimism Index washed out in April alongside the stock market. Despair hit desperation levels not seen since December 2012. But the malaise has quickly ...
Shareholder Alert: The Ademi Firm investigates whether Olo Inc. is obtaining a Fair Price for its Public Shareholders
Prnewswire· 2025-07-04 01:20
MILWAUKEE, July 3, 2025 /PRNewswire/ -- The Ademi Firm is investigating Olo (NYSE: OLO) for possible breaches of fiduciary duty and other violations of law in its transaction with Thoma Bravo.Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you.In the transaction, shareholders of Olo will receive $10.25 per share, valuing Olo at approximately $2.0 billion in equity value. Olo i ...
浦东建设中标19.64亿元重大项目订单 拓展业务领域五年累投近25亿元研发费用
长江商报· 2025-07-04 01:17
浦东建设(600284)(600284.SH)大单不断。 7月1日晚间,浦东建设公告,近日公司中标23项重大项目,中标金额总计为19.64亿元。 具体来看,中标单位包括浦东建设子公司上海市浦东新区建设(集团)有限公司、上海浦东路桥(集团)有 限公司、上海南汇建工建设(集团)有限公司和上海浦东建筑设计研究院有限公司,中标项目包括老港镇 农民集中归并安置点项目、浦东新区区级应急物资综合储备中心库新建工程、张江在线新经济产业园配 套数据中心项目等。 长江商报奔腾新闻记者注意到,2025年以来,浦东建设频频揽获大单。1月,公司发布重大合同公告 称,中标16个重大项目,金额总计为18.03亿元;3月,公司又宣布中标15项重大项目,金额合计为17.02 亿元。 长江商报奔腾新闻记者杨蝶 资料显示,浦东建设成立于1998年,目前主营业务包括建筑工程施工、设计勘察咨询业务、园区开发运 营、沥青砼及相关产品生产销售、基础设施项目投资。公司曾参与过浦东机场通道项目、迪士尼项目及 其配套项目市政工程,以及杨高路改建等大量重点项目。2004年3月,公司成功登陆上交所主板上市。 近些年来,浦东建设的营收规模持续提升,由2013年的38 ...
Sallie Mae to Benefit From Proposed Federal Student Loan Caps
ZACKS· 2025-07-04 01:11
特朗普新税法案核心内容 - 特朗普政府于2025年7月1日提出新税法案"One Big Beautiful Bill" 旨在惠及提供私人学生贷款的公司 包括行业龙头Sallie Mae(SLM) [1] - 法案对联邦学生贷款设置更严格限额 研究生每年借款上限降至20500美元 总额不超过10万美元 法律或医学等专业学生每年上限5万美元 总额不超过20万美元 [3] - 家长代子女借款限额降至每年每学生2万美元 总额不超过65万美元 此前家长可借款覆盖全额学费 [4] 法案对SLM的潜在影响 - 联邦贷款额度缩减可能导致更多学生转向私人贷款机构 SLM的私人贷款需求有望激增 [5][6] - 联邦还款计划灵活性降低将促使借款人通过SLM等私人机构进行再融资 推动公司业务增长 [7] - 过去三个月SLM股价上涨333% 略低于行业361%的涨幅 [12] SLM业务发展现状 - 公司持续聚焦私人学生贷款领域 通过强化资本基础和推出互补产品实现增长 [8] - 联邦贷款限额若生效将成为SLM关键增长驱动力 公司凭借专注商业模式和雄厚财务基础处于有利竞争地位 [9] 其他金融股表现 - Nelnet Inc(NNI)过去三个月股价上涨185% 维持Zacks排名第一(强力买入) [15] - Encore Capital Group(ECPG)同期股价上涨312% 位列Zacks排名第二(买入) [16]
QCOM Shares Gain 28.2% in Three Months: How to Play the Stock?
ZACKS· 2025-07-04 01:11
Key Takeaways QCOM gained 28.2% in 3 months, outperforming Intel but lagging Broadcom and the industry. Snapdragon 8 Elite adoption in premium smartphones is fueling Qualcomm's handset revenue growth. Stiff competition, in-house chips by OEMs, and lowered earnings estimates weigh on QCOM's growth outlook.Qualcomm Incorporated (QCOM) has gained 28.2% in three months compared with the Electronics – Semiconductors industry’s growth of 69.3%. The stock has underperformed the Zacks Computer & Technology sector ...