PubMatic: Undervalued SSP Poised To Capture The CTV Upswing
Seeking Alpha· 2025-06-02 22:25
Core Viewpoint - PubMatic, Inc. (NASDAQ: PUBM) is identified as a leading global programmatic supply-side platform (SSP) that facilitates publishers in monetizing their ad inventory through real-time auctions, with a belief that the market is currently mispricing the company's growth potential [1] Company Overview - PubMatic operates as a programmatic SSP, allowing publishers to optimize their advertising revenue through automated auctions [1] Investment Thesis - The investment analysis suggests that there is a significant growth runway for PubMatic, indicating that it may be undervalued in the current market [1]
Why The Trade Desk Stock Popped 40% in May
The Motley Fool· 2025-06-02 22:24
Shares of The Trade Desk (TTD -0.65%) were soaring last month as the ad tech leader delivered better-than-expected results in its first-quarter earnings report, redeeming itself after an earlier miss, and benefited from a broader risk-on movement in the market. That included a surge on May 12 when the U.S. and China agreed to lower tariff rates.As a result, The Trade Desk stock finished May up 40%, according to data from S&P Global Market Intelligence.As you can see from the chart below, the stock popped fo ...
Credo Technology Group Holding Ltd. (CRDO) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2025-06-02 22:21
Core Viewpoint - Credo Technology Group Holding Ltd. reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, and showing significant growth from $0.07 per share a year ago, indicating strong performance in the semiconductor industry [1][2]. Financial Performance - The company achieved revenues of $170.03 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 6.27%, and showing a substantial increase from $60.78 million in the same quarter last year [2]. - Over the last four quarters, Credo Technology has exceeded consensus EPS estimates three times and topped revenue estimates four times [2]. Stock Performance - Credo Technology Group shares have declined approximately 9.3% since the beginning of the year, contrasting with the S&P 500's gain of 0.5%, indicating underperformance relative to the broader market [3][4]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $162.3 million, and for the current fiscal year, it is $1.08 on revenues of $671.35 million [7]. - The estimate revisions trend for the company is mixed, resulting in a Zacks Rank 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6]. Industry Context - The Electronics - Semiconductors industry, to which Credo Technology belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8].
Why Meta Platforms Stock Soared on AI News Today
The Motley Fool· 2025-06-02 22:14
Core Viewpoint - Meta Platforms is experiencing a significant increase in stock price, attributed to plans for leveraging artificial intelligence (AI) to enhance revenue generation [1][5] Group 1: AI Advancements - Meta plans to allow advertisers to create ads entirely through AI, enabling microtargeting of consumers [2] - The company aims to expand its AI toolset, currently limited to certain ad enhancements, with a full rollout expected by the end of 2026 [4] Group 2: Advertising Focus - Advertising constitutes nearly all of Meta's revenue, highlighting the importance of maintaining a competitive edge in this area [5] - The commitment to AI development indicates that management is actively working to sustain its dominance in the social media advertising market [5]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of NWTN Inc. - NWTN
GlobeNewswire News Room· 2025-06-02 22:07
Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving NWTN Inc. and its officers or directors [1] Group 1: Company Developments - On May 28, 2025, NWTN disclosed that it received a determination notice from Nasdaq regarding the delisting of its securities [3] - Following the delisting news, NWTN's stock price dropped by $0.72 per share, representing a 32% decline, closing at $1.53 per share on May 30, 2025 [3] Group 2: Legal Context - Pomerantz LLP is recognized for its expertise in corporate, securities, and antitrust class litigation, having a history of recovering multimillion-dollar damages for victims of securities fraud [4]
Palantir Stock vs. Taiwan Semiconductor Stock: Wall Street Says Buy One and Sell the Other
The Motley Fool· 2025-06-02 22:00
Core Viewpoint - Recent trading activities among prominent Wall Street investors indicate a shift from Palantir Technologies to Taiwan Semiconductor Manufacturing Company (TSMC), reflecting a strategic repositioning in the AI sector [1][3][4]. Group 1: Institutional Investor Behavior - Institutional investors have consistently favored AI stocks, particularly Nvidia and Palantir, over the past two years [2]. - Notable investors like Cathie Wood and Stanley Druckenmiller are reducing their positions in Palantir while increasing their stakes in TSMC [3][4][12]. - Ark Invest has been trimming its exposure to Palantir, even after a strong earnings report, indicating a strategic shift [7][8]. Group 2: Valuation Concerns - Palantir's price-to-sales (P/S) ratio is nearly 100, making it one of the most expensive stocks in its sector, raising concerns about its valuation [11]. - The trading patterns of Wood and Druckenmiller suggest a strategy of taking profits during periods of high momentum while being cautious of overvaluation [11]. Group 3: TSMC's Growth Potential - The Duquesne Family Office significantly increased its stake in TSMC by 457% during the first quarter, indicating strong confidence in the semiconductor sector [12]. - Major tech companies are investing heavily in AI-related capital expenditures, which bodes well for TSMC's long-term prospects [14]. - TSMC's forward price-to-earnings (P/E) ratio is 21.3, suggesting it is currently more reasonably valued compared to Palantir [17]. Group 4: Market Sentiment and Strategy - The ongoing U.S.-China trade tensions have put pressure on TSMC's shares, but the long-term outlook remains positive due to secular tailwinds in AI infrastructure [15][17]. - The strategic move by investors to sell Palantir and buy TSMC reflects a broader market sentiment favoring more reasonably valued stocks in the AI space [19].
The Law Offices of Frank R. Cruz Announces Investigation of Harley-Davidson, Inc. (HOG) on Behalf of Investors
Prnewswire· 2025-06-02 22:00
LOS ANGELES, June 2, 2025 /PRNewswire/ -- The Law Offices of Frank R. Cruz is investigating potential claims against the board of directors of Harley-Davidson, Inc. ("Harley-Davidson" or the "Company") (NYSE: HOG) concerning whether the board breached its fiduciary duties to shareholders.If you are a shareholder, click here to participate.Our investigation concerns whether the Company's board of directors breached its fiduciary duties to shareholders and/or grossly mismanaged the Company.Follow us for updat ...
Coherent Sees Growth In The Data Center Market; Exits Non-Core Businesses
Seeking Alpha· 2025-06-02 21:55
Core Insights - Coherent (NYSE: COHR) is strategically positioning itself for growth by focusing on growth markets and divesting non-core assets [1] - The company is expected to continue expanding capital investments in data center capacity [1] Company Strategy - Management is prioritizing growth markets while phasing out non-core assets to strengthen the company's market position [1] - The focus on data center capacity indicates a commitment to sectors with high growth potential [1] Market Outlook - The ongoing capital investments in data centers suggest a positive outlook for the company's future performance in this segment [1]
BYD: A Category Killer Taking The Lead In Global EVs
Seeking Alpha· 2025-06-02 21:46
Group 1 - Tesla is leading the electric vehicle (EV) revolution, gaining significant investor interest and elevating Elon Musk's global profile [1] - BYD, while less recognized outside of China, is also making substantial strides in the EV market [1] Group 2 - The author has over 30 years of experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, as well as macroeconomic and political factors [1] - The author has navigated multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, which contributes to a diverse analytical perspective [1]
Why Meta Platforms Stock Jumped 18% in May
The Motley Fool· 2025-06-02 21:38
Shares of Meta Platforms (META 3.61%) were moving higher last month after the social media giant jumped on a better-than-expected earnings report, and the stock gained again in the second week of May on news of a detente in the trade war between the U.S. and China.According to data from S&P Global Market Intelligence, the stock finished the month up 18%. As you can see from the chart below, the stock jumped early in the month following its earnings report and tacked on gains from there. Meta is back on the ...