Recent analyst sentiment shifts highlight a growing optimism for high-growth tech firms like Advanced Micro Devices ( AMD ) and Palantir Technologies ( PLTR ). Analysts Oliver Rodzianko and Danil Sereda have issued upgrades for these companies, citing strong positions in the AI-driven compute market and robust quarterly revenue growth. In contrast, valuation concerns have triggered more cautious s...
Recent analyst sentiment shifts highlight a growing optimism for high-growth tech firms like Advanced Micro Devices ( AMD ) and Palantir Technologies ( PLTR ). Analysts Oliver Rodzianko and Danil Sereda have issued upgrades for these companies, citing strong positions in the AI-driven compute market and robust quarterly revenue growth. In contrast, valuation concerns have triggered more cautious stances on Vistra Corp. ( VST ) and Philip Morris International ( PM ), where analysts Blake Winiecki and Bela Lakos suggest elevated multiples and recent price surges mean these stocks are currently fully valued. Upgrades Advanced Micro Devices ( AMD ): Upgrade to Buy by Oliver Rodzianko . The analyst highlights AMD’s compelling value, trading at a forward PEG significantly below sector medians, and its leadership position in the burgeoning AI-driven compute market. “AMD's management has guided to ~$9.8B in Q1 FY26 revenue, plus or minus $0.3B, which would represent +32% year-over-year growth. This likely sustains present sentiment in the base case or edges shares higher on acknowledgment of the consistency of medium-term growth.” Palantir Technologies ( PLTR ): Upgrade Hold to Buy by Danil Sereda . Following a significant contraction in its valuation multiple and exceptional Q4 results showing 70% year-over-year revenue growth, the analyst believes the company’s model-agnostic AI platform offers a unique buying opportunity. “I like the business model's scaling, and I don't see major risks from the recent Anthropic case. The upside might come from PLTR's deeper integration into DoD's workflows and some possible boost from the commercial side of PLTR's business.” Downgrades Vistra ( VST ): Downgrade to Hold by Blake Winiecki . While the company has secured long-term nuclear power agreements with tech giants like AWS and Meta, elevated operating costs and an expensive valuation relative to peers warrant a neutral stance. “The integrated retail electricity and power generation...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Harold C. Bevis Senior Vice President and Chief Financial Officer — Christopher H. Bohnert Senior Vice President and Chief Operating Officer — Timothy M. French TAKEAWAYS Net Sales -- $104.7 million for the quarter and $422.2 million for the full year; as-reported quarterly...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Harold C. Bevis Senior Vice President and Chief Financial Officer — Christopher H. Bohnert Senior Vice President and Chief Operating Officer — Timothy M. French TAKEAWAYS Net Sales -- $104.7 million for the quarter and $422.2 million for the full year; as-reported quarterly sales declined by $1.8 million while pro forma quarterly sales increased by $1.4 million, or 1.4%. -- $104.7 million for the quarter and $422.2 million for the full year; as-reported quarterly sales declined by $1.8 million while pro forma quarterly sales increased by $1.4 million, or 1.4%. Adjusted EBITDA -- $12.9 million for the quarter (up from $12.1 million last year); full-year adjusted EBITDA was $49.0 million versus $48.3 million in the prior year; pro forma quarterly EBITDA increased $1.1 million or 9.3% year over year. -- $12.9 million for the quarter (up from $12.1 million last year); full-year adjusted EBITDA was $49.0 million versus $48.3 million in the prior year; pro forma quarterly EBITDA increased $1.1 million or 9.3% year over year. Adjusted Operating Income -- $3.3 million in Q4, compared to $2.4 million last year; full-year adjusted operating income was $14.2 million, up $9.1 million over the prior year. -- $3.3 million in Q4, compared to $2.4 million last year; full-year adjusted operating income was $14.2 million, up $9.1 million over the prior year. Adjusted EBITDA Margin -- 12.3% of net sales for the quarter, a 100-basis-point (as-reported) and 90-basis-point (pro forma) increase year over year. -- 12.3% of net sales for the quarter, a 100-basis-point (as-reported) and 90-basis-point (pro forma) increase year over year. Segment Performance — Power Solutions -- Quarterly net sales were $45.5 million, up $5.9 million (14.9%) year over year; full-year pro forma net sales grew 5.3% to $178.6 million. -- Quarterly net sales were $45.5 million, up $5.9 mil...
Sekisui House, Ltd. press release ( SKHSY ): FY Non-GAAP EPS of ¥358.07. Revenue of ¥4,197.9B. More on Sekisui House, Ltd. Seeking Alpha’s Quant Rating on Sekisui House, Ltd. Historical earnings data for Sekisui House, Ltd. Financial information for Sekisui House, Ltd.
Sekisui House, Ltd. press release ( SKHSY ): FY Non-GAAP EPS of ¥358.07. Revenue of ¥4,197.9B. More on Sekisui House, Ltd. Seeking Alpha’s Quant Rating on Sekisui House, Ltd. Historical earnings data for Sekisui House, Ltd. Financial information for Sekisui House, Ltd.
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET Call participants Executive Chairman and Interim President and CEO — J. Casey Crenshaw President and CFO — Andrew Lewis Puhala Takeaways Revenue -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. -- Decreased 23% year over year, primarily due ...
Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET Call participants Executive Chairman and Interim President and CEO — J. Casey Crenshaw President and CFO — Andrew Lewis Puhala Takeaways Revenue -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. -- Decreased 23% year over year, primarily due to the conclusion of two major multiyear contracts in marine bunkering and power generation. Adjusted EBITDA -- $1.5 million, down from $4 million year over year, with margin at 11.5% compared to 23.2% last year. -- $1.5 million, down from $4 million year over year, with margin at 11.5% compared to 23.2% last year. Liquidity -- $10.2 million at quarter-end, including $7.5 million in cash and approximately $2.7 million in credit facility availability. -- $10.2 million at quarter-end, including $7.5 million in cash and approximately $2.7 million in credit facility availability. Capital expenditures -- $3.1 million, focused on early engineering and long-lead items for the proposed Galveston facility. -- $3.1 million, focused on early engineering and long-lead items for the proposed Galveston facility. Marine bunkering revenue -- Declined 42% year over year due to contract completion and limited Jones Act vessel availability. -- Declined 42% year over year due to contract completion and limited Jones Act vessel availability. Power generation revenue -- Dropped 56% year over year following the conclusion of a large contract. -- Dropped 56% year over year following the conclusion of a large contract. Aerospace revenue -- Increased 17% year over year on heightened commercial launch activity. -- Increased 17% year over year on heightened commercial launch activity. Industrial revenue -- Rose 12% year over year, offsetting some segment declines. -- Rose 12% year over year, offsetting some segment declines. Major contract win -- Announced a $200 million, two-year agreement beginning ...
The Department of Justice, which has been criticized for withholding files about Jeffrey Epstein from the public, plans to release a new batch of documents related to the notorious sex offender "fairly soon," MS Now reported Thursday, citing a person familiar with the matter. The development comes a day after the House Oversight Committee approved a motion to subpoena Attorney General Pam Bondi to...
The Department of Justice, which has been criticized for withholding files about Jeffrey Epstein from the public, plans to release a new batch of documents related to the notorious sex offender "fairly soon," MS Now reported Thursday, citing a person familiar with the matter. The development comes a day after the House Oversight Committee approved a motion to subpoena Attorney General Pam Bondi to be questioned about the DOJ's handling of its investigations of Epstein, and documents about him that it is required by law to release to the public. This is breaking news. Please refresh for updates.
Aramco's shift to using the Red Sea route for shipments underscores the risks associated with the Strait of Hormuz, a critical chokepoint through which about 20% of global oil trade passes. Alaric Nightingale has more on "Bloomberg Open Interest." (Source: Bloomberg)
Aramco's shift to using the Red Sea route for shipments underscores the risks associated with the Strait of Hormuz, a critical chokepoint through which about 20% of global oil trade passes. Alaric Nightingale has more on "Bloomberg Open Interest." (Source: Bloomberg)
Key Points ImmunityBio's recently approved cancer drug has plenty of momentum. However, valuation concerns and clinical and regulatory uncertainty make the stock risky. Merck, a well-established oncology specialist, is a much safer bet for investors. 10 stocks we like better than Merck › Oncology is the largest therapeutic area in the biopharma industry, in terms of sales. The rapid rise in recent...
Key Points ImmunityBio's recently approved cancer drug has plenty of momentum. However, valuation concerns and clinical and regulatory uncertainty make the stock risky. Merck, a well-established oncology specialist, is a much safer bet for investors. 10 stocks we like better than Merck › Oncology is the largest therapeutic area in the biopharma industry, in terms of sales. The rapid rise in recent years of drugs to treat diabetes and manage weight loss might disrupt the traditional hierarchy, but it's safe to say that oncology will remain one of the most lucrative areas. ImmunityBio (NASDAQ: IBRX) is a mid-cap drugmaker making waves in this niche right now; the company's shares have soared over the last 12 months. Although ImmunityBio appears promising, investors looking to bet on cancer therapies over the long run should opt for a larger, safer stock. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » One that investors should consider today is Merck (NYSE: MRK). Here's the rundown. ImmunityBio's impressive sales growth ImmunityBio developed a medicine called Anktiva, which, in 2024, earned approval in the U.S. for invasive bladder cancer. Anktiva made tremendous progress last year. For 2025, ImmunityBio reported total revenue of $113 million, about 668% higher than the previous year. In fairness, since Anktiva was only approved in April 2024 (and launched later), it spent only about half of that year on the market. So the sales growth compared to 2025, when it was on the market for the entire year, isn't entirely apples-to-apples. Anktiva clearly has plenty of momentum, and ImmunityBio doesn't think it will stop. The company is gearing up to launch it in other regions, including the European Union and Saudi Arabia. Furthermore, the biotech company is planning some label expansions for the medicine....
Iran War Puts Ukraine Peace Talks On Hold, As Gulf Venue Under Attack The Russia-Ukraine war, having just last month entered its fifth year, continues experiencing spillover effects from the Trump-ordered Operation Epic Fury in Iran. Ukrainian President Volodymyr Zelensky has newly announced (overnight) that trilateral peace talks with Russia and the United States are on hold due to the Iran war ....
Iran War Puts Ukraine Peace Talks On Hold, As Gulf Venue Under Attack The Russia-Ukraine war, having just last month entered its fifth year, continues experiencing spillover effects from the Trump-ordered Operation Epic Fury in Iran. Ukrainian President Volodymyr Zelensky has newly announced (overnight) that trilateral peace talks with Russia and the United States are on hold due to the Iran war . In his nightly address, Zelensky said Ukraine remains in constant contact with Washington but the diplomatic process has paused : "We continue to engage with the United States practically on a daily basis. For now, because of the situation with Iran, the necessary signals for a trilateral meeting haven’t come yet." Zelensky has appeared cool on the prospect of talks settling the war in the first place , given he's been feeling pressure from Washington to abandon territory in the east, which he doesn't want to do. Prior White House file image. There were plans for another round of negotiations in early March , after three rounds have already taken place. Top Ukrainian officials met envoys from the Trump White House in Geneva on February 26 in order to prepare for a fourth round of negotiations - but merely two days later the United States and Israel launched attacks on Iran, shifting Washington’s attention to the expanding Middle East conflict . Zelensky, however, has said Ukraine is ready to resume the diplomatic track once conditions allow. "As soon as the security situation and the broader political context allow us to resume the trilateral diplomatic work, it will be done. Ukraine is ready for it," he explained. The venue is also likely to be changed, given the next meeting was planned for Abu Dhabi in the United Arab Emirates . Of course, these Gulf locations are currently under various waves of Iranian ballistic missile and drone attacks, given they are US allies and American bases are hosted in the region. The only area of progress between Moscow and Kiev is on the p...
Mohamad Faizal Bin Ramli/iStock via Getty Images Investment Approach Fidelity® Municipal Income Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each securit...
Mohamad Faizal Bin Ramli/iStock via Getty Images Investment Approach Fidelity® Municipal Income Fund is a diversified national municipal bond strategy investing in general obligation and revenue-backed municipal securities across the yield curve. Our investment approach focuses on fundamental credit analysis, yield-curve positioning and an analysis of the structural characteristics of each security. The fund's interest rate sensitivity is targeted closely to that of its benchmark to prevent interest rate speculation from overwhelming research-based strategies that we deem to have a higher likelihood of long-term success. We emphasize a total-return approach that seeks to generate a high level of tax-exempt income, consistent with the preservation of capital. Performance Summary Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity Municipal Income Fund Gross Expense Ratio: 0.43% 2 1.70% 4.31% 4.31% 4.34% 0.97% 2.51% Bloomberg Municipal Bond Index 1.56% 4.25% 4.25% 3.88% 0.80% 2.34% Bloomberg 3+ Year Municipal Bond Index 1.67% 4.30% 4.30% 3.97% 0.69% 2.44% Lipper General & Insured Municipal Debt Funds Classification 1.41% 3.35% 3.35% 4.03% 0.56% 2.13% Morningstar Fund Muni National Long 1.54% 3.34% 3.34% 4.21% 0.44% 2.11% Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 12/01/1977. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance stated. Performance shown is that of ...
AMD Ryzen 9 9900X Price Cut Get Zen 5 Performance for $373.81 The AMD Ryzen 9 9900X is now on sale on Amazon for $373.81. That is 25 percent off the original price of $499.00. As a high end chip in the Zen 5 line this 12 core 24 thread CPU is still a good pick for tough tasks and fast gaming in 2026. The Ryzen 9 9900X is made with a 4nm Zen 5 process and fits in the Socket AM5 platform. Looking at...
AMD Ryzen 9 9900X Price Cut Get Zen 5 Performance for $373.81 The AMD Ryzen 9 9900X is now on sale on Amazon for $373.81. That is 25 percent off the original price of $499.00. As a high end chip in the Zen 5 line this 12 core 24 thread CPU is still a good pick for tough tasks and fast gaming in 2026. The Ryzen 9 9900X is made with a 4nm Zen 5 process and fits in the Socket AM5 platform. Looking at what is inside Cores 12 Cores / 24 Threads Clock Rates 4.4 GHz Base / 5.6 GHz Max Cache 76 MB total (L2+L3) Memory DDR5 5600 (official) can go faster if you overclock Design Zen 5 better at doing more per clock cycle than older models Keep in mind that this processor can be overclocked so you can push it harder. But it does not come with a cooler so you will need to get a good air or liquid cooler that can handle the 9900X. You will also need a Socket AM5 motherboard. It works with PCIe 5.0 on 600 series or newer boards (like X670E B650E or the 800 series) which means fast data speeds for new SSDs and graphics cards. For $373.81 the Ryzen 9 9900X is a good deal if you need more than 8 cores for things like video editing 3D work or streaming but still want great gaming performance. With more than 1300 reviews and a 4.8 star rating it is still a good choice if you want to get the most out of the AM5 platform for a while. Grab the AMD Ryzen 9 9900X on amazon for $373.81