Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Acadia Healthcare Company, Inc. ACHC is a provider of behavioral healthcare services. The Zacks Consensus Estimate for its current year earnings has been revised 8.9% downward over the last 60 days. Tidewater Inc. TDW is a provider of offshore support vessels and marine support services to the offshore energy industry. The ...
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Acadia Healthcare Company, Inc. ACHC is a provider of behavioral healthcare services. The Zacks Consensus Estimate for its current year earnings has been revised 8.9% downward over the last 60 days. Tidewater Inc. TDW is a provider of offshore support vessels and marine support services to the offshore energy industry. The Zacks Consensus Estimate for its current year earnings has been revised 15.3% downward over the last 60 days. The RMR Group Inc. RMR is an asset management services company. The Zacks Consensus Estimate for its current year earnings has been revised 6.8% downward over the last 60 days. View the entire Zacks Rank #5 List. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tidewater Inc. (TDW) : Free Stock Analysis Report Acadia Healthcare Company, Inc. (ACHC) : Free Stock Analysis Report The RMR Group Inc. (RMR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
mechanick/iStock via Getty Images As our readers know, we only publish a limited number of initiation notes each year. SES S.A. ( SGBAF ) was among them, and the stock has delivered solid performance since the end of 2025. We are up 22.58% on solid numbers released on March 2 (Fig. 1). 2025 was a transformative year for SES, given Intelsat's acquisition (closed on July 17, 2025). Our equity story ...
mechanick/iStock via Getty Images As our readers know, we only publish a limited number of initiation notes each year. SES S.A. ( SGBAF ) was among them, and the stock has delivered solid performance since the end of 2025. We are up 22.58% on solid numbers released on March 2 (Fig. 1). 2025 was a transformative year for SES, given Intelsat's acquisition (closed on July 17, 2025). Our equity story was underpinned by SES's successful transformation into a global multi-orbit leader. Aside from a management focus on integration, higher synergies, and a deleveraging story, our main investment thesis was supported by potential upside from the U.S. C-band spectrum monetisation. In our last analysis, this was calculated to be €3.53 billion after tax (higher than SES's market capitalisation). Mare Ev. Lab Rating Update Fig. 1 SES Results and Our Upside The SES story is increasingly a tale of two businesses. The Networks segment is the clear growth engine, delivering its fourth consecutive year of growth (on a like-for-like basis) and now representing 62% of the total top-line sales. SES results were driven by solid momentum in Government and Aviation, which increased by +47% and +145.5% year-on-year, respectively, on a reported basis. As shown in Fig. 2, the Fixed & Maritime division is navigating competitive headwinds. Still, overall, the Networks segment secured an impressive €1.4 billion in new business and renewals in 2025, building a robust backlog of €3.6 billion. The Media business, while facing structural headwinds ( Fig. 2 ), delivered in line with expectations and remains highly cash-generative. Reported top-line sales grew 7.9% year-on-year due to the Intelsat consolidation, but on a like-for-like basis, the company's turnover declined by 12.6%. This decline was expected and is driven by capacity optimization in mature markets, the switch-off of SD channels, and the impact of a Brazilian customer bankruptcy. Despite these challenges, the business demonstrated its ...
zoranm/E+ via Getty Images Thesis Archer Aviation ( ACHR ) has just reported a 4Q25 GAAP EPS loss of $0.26, a figure that missed analyst expectations by about $0.02. Elsewhere, revenue came in at just $0.3 million, so clearly the company is still in a pre-commercial phase. Now, despite continued operating losses, Archer’s financial position is extremely strong. They managed to end the year with $1...
zoranm/E+ via Getty Images Thesis Archer Aviation ( ACHR ) has just reported a 4Q25 GAAP EPS loss of $0.26, a figure that missed analyst expectations by about $0.02. Elsewhere, revenue came in at just $0.3 million, so clearly the company is still in a pre-commercial phase. Now, despite continued operating losses, Archer’s financial position is extremely strong. They managed to end the year with $1.96 billion in cash, cash equivalents, and short-term investments, up about $1.13 billion year over year. This is actually the highest liquidity level in the company’s history and should give them a decent runway to fund aircraft certification and preparation for commercial operations. So it was a wider-than-expected 4Q25 loss, with an adjusted EBITDA loss of about $137.9 million. Also, I felt the earnings call lacked a bit of transparency from management, in that some questions weren't that clearly addressed, such as the number of Midnight aircraft they expect to be operating. However, the liquidity position is undoubtedly extremely strong, and if we see disciplined spending from Archer, I do see more upside to the stock. Currently, they're expanding their Midnight fleet and VTOL flight testing in 2026 and targeting piloted operations in the UAE with their first passenger flights tipped to come this year. Shares fell about 4.5% in postmarket trading, and the short interest was at 12.2% of the float. FY25 financial results Overall, we saw some heavy spending, but a very strong cash position at the end of FY25 for Archer. I think they’re still very much in the build and certify first, and then make money later phase. For FY25, the company posted a net loss of about $618.2 million, larger than 2024’s loss of $536.8 million. This increase shouldn’t be that surprising for an aerospace startup approaching certification. We would expect costs to rise pretty sharply as testing, manufacturing, and regulatory work intensify. Operating expenses jumped to $729.6 million, up almost 43%...
(RTTNews) - Nexi S.p.A. (NEXI.MI) reported fiscal 2025 loss attributable to the parent company of 3.4 billion euros, compared to profit of 167 million euros, prior year. Normalised net profit was 783.3 million euros, up 7.2% from last year. EBITDA was 1.9 billion euros, up 2.3%. Fiscal 2025 revenues were at 3.58 billion euros, an increase of 2.1% from last year. Net operating revenues were 3.62 bi...
(RTTNews) - Nexi S.p.A. (NEXI.MI) reported fiscal 2025 loss attributable to the parent company of 3.4 billion euros, compared to profit of 167 million euros, prior year. Normalised net profit was 783.3 million euros, up 7.2% from last year. EBITDA was 1.9 billion euros, up 2.3%. Fiscal 2025 revenues were at 3.58 billion euros, an increase of 2.1% from last year. Net operating revenues were 3.62 billion euros compared to 3.58 billion euros. Nexi shares are currently trading at 2.72 euros, down 19.73%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Got story updates? Submit your updates here. › Caprock Group LLC, an investment management firm, has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the third quarter of 2026. The firm purchased 338,833 shares of the e-commerce giant's stock, valued at approximately $77,593,000. This new stake represents about 1.9% of Caprock Group's overall portfolio. Why it matters Amazon is one...
Got story updates? Submit your updates here. › Caprock Group LLC, an investment management firm, has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the third quarter of 2026. The firm purchased 338,833 shares of the e-commerce giant's stock, valued at approximately $77,593,000. This new stake represents about 1.9% of Caprock Group's overall portfolio. Why it matters Amazon is one of the most widely held and influential stocks in the market, so changes to major institutional investors' positions in the company are closely watched by analysts and the broader investment community. This purchase by Caprock Group suggests the firm sees further upside potential in Amazon's stock despite recent market volatility. The details According to a recent SEC filing, Caprock Group LLC acquired the new position in Amazon during the third quarter of 2026. The 338,833 shares purchased are valued at around $77,593,000, making Amazon the sixth largest holding in Caprock's portfolio at approximately 1.9% of total assets. Caprock Group LLC acquired the new Amazon position during the 3rd quarter of 2026. The players Caprock Group LLC An investment management firm that has added a new stake in Amazon.com, Inc. Amazon.com, Inc. The e-commerce giant in which Caprock Group has purchased a new position. Got photos? Submit your photos here. ›
Chip stocks have been some of the biggest beneficiaries of the artificial intelligence (AI) spending boom. Of course, the poster child for this success is Nvidia (NVDA +1.68%), with its massive 1,220% share price gain over the last five years. Expand NASDAQ : NVDA Nvidia Today's Change ( 1.68 %) $ 3.03 Current Price $ 183.08 Key Data Points Market Cap $4.4T Day's Range $ 180.06 - $ 184.70 52wk Ran...
Chip stocks have been some of the biggest beneficiaries of the artificial intelligence (AI) spending boom. Of course, the poster child for this success is Nvidia (NVDA +1.68%), with its massive 1,220% share price gain over the last five years. Expand NASDAQ : NVDA Nvidia Today's Change ( 1.68 %) $ 3.03 Current Price $ 183.08 Key Data Points Market Cap $4.4T Day's Range $ 180.06 - $ 184.70 52wk Range $ 86.62 - $ 212.19 Volume 6.2M Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % More recently, other semiconductor companies have seen their share prices soar. Memory chipmaker Micron Technologies' (MU +5.56%) stock is up 44.6% year to date, and analog chipmaker Texas Instruments (TXN 0.17%) is up 21% so far this year. But what if your portfolio is already full of richly valued chip stocks? Good news: There's another great way to invest in AI without buying a single chip stock ever again. So many chips, not enough sockets Even the most advanced AI-ready processor chip can't function without plenty of data. That's why so much of the AI infrastructure buildout has been focused on AI-ready data centers. Not only do these data centers require chips galore, but they also require advanced electrical systems to power them and powerful cooling systems to keep them from overheating. That's where Vertiv Holdings (VRT +2.78%) enters the picture. Vertiv is an Ohio-based provider of industrial power and cooling systems. Before the start of the AI boom, data centers made up only a small part of its customer base, which included manufacturing, healthcare, and retail facilities. With the explosion of AI data centers, however, the company's entire business model has changed. Vertiv now describes itself as "a global leader in critical digital infrastructure for applications in data centers, communication networks, and commercial and industrial environments." That's hardly surprising, given the numbers it posted in its most recent quarterly earnings report. Explosive growth Vertiv's...
Key Points Digital Realty counts some of the world's largest tech companies among its customers. Equinix owns data centers in 77 metropolitan areas across 36 countries. Iron Mountain had a strong third quarter, but the company was recently the subject of a short report. 10 stocks we like better than Digital Realty Trust › Where to invest $1,000 right now? Our analyst team just revealed what they b...
Key Points Digital Realty counts some of the world's largest tech companies among its customers. Equinix owns data centers in 77 metropolitan areas across 36 countries. Iron Mountain had a strong third quarter, but the company was recently the subject of a short report. 10 stocks we like better than Digital Realty Trust › Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » In the world of artificial intelligence (AI) stocks, a significant amount of investor interest gets focused on the chipmaking side of the industry. That's understandable, as some of the most important players in the space operate in those businesses. Nvidia, Broadcom, Advanced Micro Devices, Apple, and Qualcomm are all steadily working on designing more powerful chips. Foundries such as Intel, Samsung, and Taiwan Semiconductor are competing for market share in chip manufacturing. But I'm not convinced that's the best way for investors to go today. Investing in AI infrastructure is also a sound strategy, and one that can be potentially lucrative. Grand View Research estimates that the AI infrastructure market, which was worth $35.42 billion in 2024, will grow at a compound annual rate of 30.4% through 2030 to reach $223.45 billion. If you are looking to expand your investments in AI but want to diversify your portfolio away from chip stocks, I think one of the best choices you can make is to invest in data centers. And there are real estate investment trusts (REITs) that can help you do that, and which will earn you a small but consistent revenue stream at the same time. Here are three ways to play the data center REIT space. 1. Digital Realty Trust Digital Realty Trust (NYSE: DLR) is a massive REIT -- the fifth-largest publicly traded REIT in the U.S. It owns more than 300 data centers located in over 50 metropolitan areas across North America, Europe, Asia, and Australia. And some of the biggest tech companies are ...
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is aggressively expanding production capacity to meet relentless global demand for artificial intelligence hardware. The company recently advanced its proposal for a new fabrication plant at the Southern Taiwan Science Park in Tainan, according to a February 12 environmental impact assessment (EIA) filing. With the public review period now con...
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is aggressively expanding production capacity to meet relentless global demand for artificial intelligence hardware. The company recently advanced its proposal for a new fabrication plant at the Southern Taiwan Science Park in Tainan, according to a February 12 environmental impact assessment (EIA) filing. With the public review period now concluded, an EIA committee meeting is slated for March 26, as reported by the Taipei Times. Taiwan Semiconductor aims to break ground later this year, targeting completion in 2028 for the 15.46-hectare facility. The site allocation prioritizes industrial efficiency, with 8 hectares dedicated to production and equipment, while the remaining space supports infrastructure, green zones, and administrative offices. Strategic Dominance in the Advanced Foundry Market This Tainan project complements Taiwan Semiconductor’s broader roadmap, which includes 2-nanometer facilities in Hsinchu and Kaohsiung, as well as an A14 process plant in Taichung. Beyond technological advancement, the new fab is expected to generate 1,400 direct jobs and 500 supply-chain roles. Despite global diversification efforts, industry leaders maintain that Taiwan remains the epicenter of semiconductor manufacturing. At the AI Impact Summit in New Delhi, Ofcom CEO Melanie Dawes said Taiwan is expected to remain a leader in semiconductor production for the foreseeable future. Taiwan produces more than 60% of the world’s semiconductors and over 90% of the most advanced chips. Economic Momentum and Market Performance Driven by AI hardware demand, Taiwan’s January exports surged 70%—the fastest pace in 16 years—while Taiwan Semiconductor reported a 37% revenue jump for the same period. Consequently, the Taiwanese government has revised its annual GDP growth forecast upward to 8.68%. TSM Price Action: Taiwan Semiconductor shares were down 0.17% at $356.83 during premarket trading on Thursday, according to Benzinga Pr...
China pledged to double down on the production of high-end tech goods to bolster its status as a manufacturing powerhouse, even as Beijing’s ambition raises alarms in foreign capitals. China unveiled a series of steps to improve its manufacturing prowess in its 15th five-year plan draft released Thursday. To boost the country’s supply chains, China will continue investing in rare earths, rare meta...
China pledged to double down on the production of high-end tech goods to bolster its status as a manufacturing powerhouse, even as Beijing’s ambition raises alarms in foreign capitals. China unveiled a series of steps to improve its manufacturing prowess in its 15th five-year plan draft released Thursday. To boost the country’s supply chains, China will continue investing in rare earths, rare metals and superhard materials to maintain a competitive edge, the report said. Critical minerals have become a key point of leverage for China as it flexed its muscles in tariff negotiations with US President Donald Trump . China has dominated the mining of rare earths, the essential raw materials in powerful magnets that are ubiquitous across modern manufacturing. The country controlled 90% of global market share in 2024, but that is poised to dip to 69% by 2030 as other countries seek to boost their own extraction and mining capabilities, according to Bloomberg Intelligence. China also seeks to invest more in foundational capabilities, including advanced ceramics, super-precision bearings, domestic software and high-end computer numerical control machine tools used in aerospace and automotive manufacturing. Beijing is further targeting several emerging technologies, including in advanced chips, robotics, batteries and brain-computer interface, according to the draft. China in 2015 launched a major effort to upgrade its manufacturing capabilities to move away from low-cost goods to higher-end technologies in its “Made in China 2025” plan. That master plan was a source of friction between China and its Western trade partners, who have complained about Chinese overcapacity and massive state subsidies . Thursday’s five-year plan draft will be reviewed by the national parliament starting Thursday, and is poised to receive a rubber-stamp approval when the legislature session ends on March 12. Read more: China’s Five-Year Plan Targets Frontier Science Breakthroughs