Enphase: Trump Tax Bill Crashes The Solar Sector - What's Next
Seeking Alpha· 2025-05-22 17:18
Enphase Energy, Inc. (NASDAQ: ENPH ) plunged after the House of Representatives approved the tax and spending bill, adding to pressures from tariffs and a downturn. The company also appears to be facing competitive pressures that may be callingJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles ...
Greater Houston Resiliency Initiative Phase Two Update: CenterPoint Energy completes 100% of all critical resiliency actions early and ahead of 2025 hurricane season
Prnewswire· 2025-05-22 17:17
Over last 10 months, during Phase One and Two, CenterPoint has installed more than 26,000 stronger, more storm-resilient poles; undergrounded 400 miles of power lines; added 5,150 automation devices; cleared more than 6,000 miles of higher-risk vegetation; and installed 100 weather monitoring stations around the Greater Houston area Actions will improve reliability for customers and reduce outages by more than 125 million minutes annually Company to announce the remainder of GHRI 2025 targets in early JuneH ...
Should You Buy, Hold or Sell OKTA Stock Before Q1 Earnings Release?
ZACKS· 2025-05-22 17:16
Okta (OKTA) is set to release first-quarter fiscal 2026 results on May 27.For the fiscal first quarter of 2026, Okta anticipates non-GAAP earnings in the range of 76-77 cents per share. Revenues are expected to be in the range of $678-$680 million, indicating growth of 10% from the year-ago period’s reported figure.The Zacks Consensus Estimate for earnings has remained steady at 77 cents per share over the past 30 days, indicating year-over-year growth of 18.46%. The consensus mark for revenues is pegged at ...
5 Things To Consider After Lumen's Mass Markets Fiber Asset Sale To AT&T
Seeking Alpha· 2025-05-22 17:15
Since peaking at $10.33 last November 2024, Lumen Technologies (NYSE: LUMN ) shares perked up after a deal with AT&T ( T ). After stock markets closed on May 21, 2025, AT&T announced that it would buy Lumen’s mass marketsPlease [+]Follow me for coverage on deeply discounted stocks. To dive deeper beyond the ideas in this article, get do-it-yourself tips and tricks in two ways.First, subscribe to the Free DIY Tier to get a preview of the subscription. Read dozens of articles. This is separate from the alerts ...
Alphabet Gets JPMorgan's Vote of Confidence After Google I/O
MarketBeat· 2025-05-22 17:12
Alphabet Inc. NASDAQ: GOOGL has had a bumpy ride in 2025. While peers continue to ride the AI wave and outperform the market, Alphabet has struggled to keep up. Shares are down close to 11% year-to-date, underperforming the broader market and the technology sector. Alphabet TodayGOOGLAlphabet$172.70 +4.14 (+2.45%) 52-Week Range$140.53▼$207.05Dividend Yield0.49%P/E Ratio21.41Price Target$199.75Add to WatchlistConcerns over competitive pressure in search, regulatory overhang, and questions about how quickly ...
SE Jumps 35% in a Month: Should Investors Hold On to the Stock?
ZACKS· 2025-05-22 17:11
Sea Limited’s (SE) shares have rallied 35.5% over the past month, significantly outperforming the Zacks Computer and Technology sector’s return of 15.5% and the 20.5% rise in the Zacks Internet Software industry.SE has outperformed its industry peers, including HubSpot (HUBS) , Paylocity Holding (PCTY) and Atlassian (TEAM) . Over the same time frame, shares of HubSpot, Paylocity Holding and Atlassian have gained 9.8%, 6.7% and 0.4%, respectively.The upward momentum in Sea Limited’s share price reflects its ...
Newmark Facilitates $7.1 Billion Construction Loan to Develop AI Data Center
Prnewswire· 2025-05-22 17:10
NEW YORK, May 22, 2025 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or "the Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers, announces the company arranged a $7.1 billion construction loan for Blue Owl Capital, Inc., Crusoe and Primary Digital Infrastructure. The loan, provided by a consortium led by J.P. Morgan, will fund the second phase of a $15 billion joint venture to fund a 1 ...
Marqeta: Let GAAP Profitability Do Its Magic
Seeking Alpha· 2025-05-22 17:08
My goal is to help you find the companies of tomorrow.I am a long-term growth investor in search of innovative companies that make the world a better place. My investment strategy revolves around finding what I call "divergent stocks" — disruptive companies that have strong fundamentals and long growth runways, but depressing prices.You can find me on YouTube as well:https://www.youtube.com/@riyadosofianAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MQ either through stock owner ...
Bitcoin Depot Inc. (BTM) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-05-22 17:06
Company Overview - Bitcoin Depot Inc. (BTM) currently holds a Momentum Style Score of A, indicating strong momentum potential [3] - The company has a Zacks Rank of 2 (Buy), suggesting favorable market performance expectations [4] Price Performance - BTM shares have increased by 58.58% over the past week, significantly outperforming the Zacks Financial - Miscellaneous Services industry, which rose by 2.09% [6] - Over the past month, BTM's price change is 114.18%, compared to the industry's 8.26% [6] - In the last quarter, BTM shares rose by 190.38%, and they are up 58.95% over the past year, while the S&P 500 has moved -2.56% and 11.12% respectively [7] Trading Volume - The average 20-day trading volume for BTM is 1,227,628 shares, which is a useful indicator of market interest and momentum [8] Earnings Estimates - In the past two months, 3 earnings estimates for BTM have been revised upwards, while 1 estimate was revised downwards, leading to an increase in the consensus estimate from $0.34 to $0.46 [10] - For the next fiscal year, there has been 1 upward revision with no downward revisions during the same period [10] Conclusion - Considering the strong price performance, positive earnings outlook, and high momentum score, BTM is positioned as a promising investment opportunity [12]
T-Mobile or Verizon: Which Telecom Stock Is the Smarter Investment?
ZACKS· 2025-05-22 17:06
Core Insights - T-Mobile and Verizon are major players in the U.S. telecommunications industry, each with distinct competitive advantages and challenges [3][19]. Verizon's Position - Verizon boasts one of the most efficient wireless networks in the U.S., focusing on customer-centric planning and strategic investments to enhance its 5G capabilities [4][19]. - The company has launched Verizon Frontline Network Slice to provide dedicated 5G capacity for frontline workers, enhancing public safety communications [5]. - Verizon Business Assistant, powered by generative AI, aims to streamline interactions for small business owners, indicating a diversification of revenue streams [6]. - Despite these strengths, Verizon faces intense competition from T-Mobile and AT&T, leading to increased promotional spending that pressures margins [7][19]. T-Mobile's Position - T-Mobile is experiencing growth in postpaid services and has rolled out a nationwide 5G advanced network that incorporates AI and machine learning for optimal resource utilization [8][10]. - The company supports a wide range of platforms, including IoT devices and wearables, enhancing user experience with low latency and high throughput [9][10]. - T-Mobile is actively diversifying its operations through acquisitions, such as Blis and Vistar Media, to strengthen its advertising solutions and expand broadband access [12]. - However, T-Mobile also faces competitive pressures that strain pricing and margins, necessitating significant investments in network advancements and promotions [11][19]. Financial Estimates - The Zacks Consensus Estimate projects T-Mobile's 2025 sales and EPS growth at 5.91% and 9.32%, respectively, with a recent EPS estimate improvement of 1.44% [13]. - For Verizon, the 2025 sales growth is estimated at 1.71%, with EPS projected to increase by 2.18%, showing no change in EPS estimates over the past 60 days [14]. Price Performance - T-Mobile's shares trade at a forward P/E ratio of 21.24, significantly higher than Verizon's 9.2, indicating differing market valuations [17]. - Over the past year, T-Mobile has outperformed with a gain of 45.4%, compared to Verizon's 9.7% increase and the industry's growth of 34.4% [20].