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Why JPMorgan Chase & Co. (JPM) Could Beat Earnings Estimates Again
ZACKS· 2025-07-02 01:10
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? JPMorgan Chase & Co. (JPM) , which belongs to the Zacks Financial - Investment Bank industry, could be a great candidate to consider.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 14.55%, on average, in the last two quarters.For the most recent quarte ...
Will SoFi Technologies (SOFI) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-02 01:10
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? SoFi Technologies, Inc. (SOFI) , which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 62.50%.For the most ...
Why MasterCard (MA) Could Beat Earnings Estimates Again
ZACKS· 2025-07-02 01:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider MasterCard (MA) . This company, which is in the Zacks Financial Transaction Services industry, shows potential for another earnings beat.This processor of debit and credit card payments has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last t ...
Why Lam Research (LRCX) Could Beat Earnings Estimates Again
ZACKS· 2025-07-02 01:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Lam Research (LRCX) . This company, which is in the Zacks Electronics - Semiconductors industry, shows potential for another earnings beat.When looking at the last two reports, this semiconductor equipment maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 4.30%, on average ...
东方材料控股股东或变更 新大股东法人为失信人
证券时报网· 2025-07-02 01:08
股权变动 - 控股股东许广彬所持702.41万股股票被司法拍卖并完成过户,占其持股的64.34%,占公司总股本的3.49% [1] - 权益变动后许广彬持股比例由5.43%降至1.93%,公司控股股东及实际控制人可能发生变化 [1] - 许广彬另有403万股股票存在被动减持风险,若执行完毕其持股将降至270万股(占总股本1.34%) [1] - 江苏特丽亮新材料科技及其一致行动人合计持股9.45%,成为第一大股东,原实控人樊家驹之妻朱君斐持股8.84%为第二大股东 [1] 董事会构成 - 第六届董事会9席中,许广彬提名5席,朱君斐提名4席 [1] 新控股股东背景 - 江苏特丽亮主营真空镀膜、表面处理等业务,产品应用于笔记本电脑、手机等EMI镀膜领域 [2] - 公司大股东徐正良持股33.159%,科森科技与盈趣科技为第二、三大股东,持股均超20% [2] - 徐正良近三年被苏州法院列为失信被执行人及限制消费人员,涉及两起执行案件 [2] 公司经营状况 - 公告称当前生产经营活动正常,权益变动不会对经营产生重大影响 [3] - 2024年8月披露许广彬债务逾期金额0.45亿元,涉诉金额达12.79亿元 [3] - 2023年7月曾澄清许广彬未失联且正常履职,2024年其股份因财务问题遭多轮司法拍卖 [3]
FB Financial (FBK) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-07-02 01:06
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
What Makes Quanta Services (PWR) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-07-02 01:06
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
Planet Labs (PL) Update / Briefing Transcript
2025-07-02 01:00
纪要涉及的行业或者公司 行业:卫星数据与AI服务行业、国防与安全行业 公司:Planet Labs (PL) 纪要提到的核心观点和论据 核心观点 - 全球地缘政治格局变化加速对地理空间服务的需求,Planet独特解决方案受关注 [4] - Planet战略聚焦AI解决方案和卫星服务,业务发展势头强劲 [18] - AI与卫星数据结合为Planet带来市场优势,解锁数据价值 [37] 论据 - **合同成果**:获德国政府2.4亿欧元合作项目,为欧洲提供卫星服务;近期获四项重大合同,包括美国国防部和海军合同扩展;此前获北约和欧洲国防客户重要奖项 [5][11][12] - **技术优势**:拥有地球陆地和重要水域的每日扫描能力,是唯一具备此能力的公司;有超600颗地球成像卫星发射经验,卫星制造内部完成,具备规模和速度优势 [22][25] - **AI赋能**:提供AI解决方案,如MDA和GMS,通过自动化异常检测和变化分析,帮助客户发现未知威胁;与Anthropic合作微调模型,利用卫星数据提升分析准确性 [12][13][47] 其他重要但是可能被忽略的内容 - **卫星制造与供应链**:卫星制造依靠内部生产,无重大供应链、制造布局或资本支出变化 [21][22] - **客户选择原因**:Planet每日扫描能力独特,能满足北约等客户对广泛区域监测需求;相比传统方式,能快速响应客户需求 [25][26] - **合同资金分配**:未细分2.4亿欧元合同中卫星、基础设施和数据服务的资金分配,与欧洲伙伴合作提供AI解决方案 [28] - **NRO项目**:与NRO的EOCL项目合同延长至10月,未来将随2026财年预算情况更新信息 [29][31] - **欧洲市场可持续性**:Planet在欧洲有深厚业务基础,总部位于德国,团队、流程和卫星组件等大量布局在欧洲,能满足欧洲国家对新技术的需求 [32][33] - **业务增长策略**:采用“落地并拓展”策略,通过提供优质服务和价值,深化与客户合作;合同定价根据服务价值确定 [34][35] - **星座规模与地面控制**:德国合作项目利用现有Pelican卫星舰队,未来有望扩大规模;地面控制已具备一定基础,部分工作可利用现有能力 [41][43] - **预付款情况**:卫星服务合同结构使公司能提前获得资金,用于前期资本支出,现金先于收入确认 [45] - **与Anthropic合作细节**:与Anthropic合作微调模型,不涉及全部数据输入,不造成数据泄露,仍需购买卫星图像访问权 [47][49]
翼菲科技:拟赴港上市,24年营收2.68亿海外占比9.5%
和讯网· 2025-07-02 00:57
本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 【浙江翼菲智能科技拟登陆港交所主板,有望成"轻工业全品类机器人第一股"】日前,浙江翼菲智能科 技股份有限公司向港交所递表,拟依18C章程登陆港交所主板,农银国际为独家保荐人。若上市,其有 望获"轻工业全品类机器人第一股"头衔。 翼菲科技是国家级专精特新"小巨人"企业,专注工业机器人 设计、研发等,深耕轻工行业。凭借自研技术,建立全覆盖技术生态体系,实现规模化智能决策等。 依托技术沉淀,翼菲科技自研控制及视觉系统核心技术,构建全面工业机器人产品矩阵。相关方案支持 多元自动化功能,广泛应用于多领域。 2014年,翼菲科技自研迅翼系列高速并联机器人,填补国内技 术空白。该系列产品精简硬件架构,节约成本,节拍高于行业平均,已迭代五代。 2025年,公司开启 具身智能机器人研发。6月中旬,翼菲机器人项目签约落地浙江绍兴,将建生产制造基地及研发中心。 以2024年收入计,翼菲科技是中国轻工行业工业机器人供应商中排名第五的本土企业。客户包括众多知 名企业,数量逐年攀升。 IPO前,翼菲科技完成10余轮融资,吸引明星投资机构。最后一轮融资后,公 司估值达36.04 ...
RCKT's IND for RP-A701 in Dilated Cardiomyopathy Gets FDA Clearance
ZACKS· 2025-07-02 00:57
Key Takeaways RCKT received FDA clearance to start clinical trials for its gene therapy candidate RP-A701. The phase I study will assess RP-A701's safety, biological activity and preliminary efficacy. Participants will receive a single RP-A701 dose, with multiple cardiac health markers being monitored.Rocket Pharmaceuticals (RCKT) announced that the FDA has cleared its investigational new drug (IND) application seeking to begin clinical studies on its first-in-class gene therapy candidate, RP-A701.The com ...