PTC is Oracle’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to Oracle stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you are better off buying PTC stock vs. ORCL stock Equities is not the only thing we do. Is a portfolio of 10% commodities, 10% gold, and 2% crypto in addition to equ...
PTC is Oracle’s peer in Application Software industry that has: 1) Lower valuation (P/OpInc) compared to Oracle stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean that you are better off buying PTC stock vs. ORCL stock Equities is not the only thing we do. Is a portfolio of 10% commodities, 10% gold, and 2% crypto in addition to equities and bonds – likely to return more and protect you better? We have crunched the numbers. Key Metrics Compared Metric ORCL PTC P/OpInc* 21.9x 17.1x LTM OpInc Growth 12.8% 88.7% 3Y Avg OpInc Growth 10.4% 36.2% LTM Revenue Growth 11.1% 23.6% 3Y Avg Revenue Growth 9.8% 14.0% OpInc = Operating Income, P/OpInc = Price To Operating Income Ratio But do these numbers tell the full story? Read Buy or Sell ORCL Stock to see if Oracle still has an edge that holds up under the hood. As a quick background, Oracle (ORCL) provides cloud software as a service, industry-specific cloud solutions, application licenses, license support, an enterprise database, a development language, and middleware services. This is just one approach to evaluate investments. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure Is The Mismatch In Stock Price Temporary One way to check if Oracle stock is expensive now versus the other tickers would be to see how these metrics compared across companies exactly a year ago. Specifically, if there has been a marked reversal in the trend for Oracle in the last 12 months, then there is a chance that the current mismatch is likely to reverse. On the other hand, a persistent underperformance in revenue and operating income growth for Oracle would reinforce the conclusion that the stock is expensive compared to its peers, but may not revert soon Key Metrics Compared 1 Yr Prior Metric ORCL PTC P/OpInc* 24.3x 19.3x LTM OpInc Growth 11.8% 69.9% 3Y Avg OpInc Growth 7.6% 31.0% LTM Revenue Growth 9.7%...
We believe there is not much to fear in AMZN stock given its overall Strong operating performance and financial condition. This is aligned with the stock’s High valuation because of which we think it is Fairly Priced. Below is our assessment: CONCLUSION What you pay: Valuation High What you get: Growth Strong Profitability Moderate Financial Stability Very Strong Downturn Resilience Moderate Opera...
We believe there is not much to fear in AMZN stock given its overall Strong operating performance and financial condition. This is aligned with the stock’s High valuation because of which we think it is Fairly Priced. Below is our assessment: CONCLUSION What you pay: Valuation High What you get: Growth Strong Profitability Moderate Financial Stability Very Strong Downturn Resilience Moderate Operating Performance Strong Stock Opinion Fairly Priced Individual stocks can soar or tank but one thing matters: staying invested. High Quality Portfolio helps you do that. Let’s get into details of each of the assessed factors but before that, for quick background: With $2.2 Tril in market cap, Amazon.com provides retail sales of consumer products and subscriptions globally, operates in North America, International, and cloud services, and manufactures electronic devices like tablets, TVs, and smart home products. [1] Valuation Looks High AMZN S&P 500 Price-to-Sales Ratio 3.1 3.4 Price-to-Earnings Ratio 28.6 25.2 Price-to-Free Cash Flow Ratio 288.8 21.5 This table highlights how AMZN is valued vs broader market. For more details see: AMZN Valuation Ratios [2] Growth Is Strong Amazon.com has seen its top line grow at an average rate of 11.7% over the last 3 years over the last 3 years Its revenues have grown 12% from $638 Bil to $717 Bil in the last 12 months from $638 Bil to $717 Bil in the last 12 months Also, its quarterly revenues grew 13.6% to $213 Bil in the most recent quarter from $188 Bil a year ago. AMZN S&P 500 3-Year Average 11.7% 5.7% Latest Twelve Months* 12.4% 6.6% Most Recent Quarter (YoY)* 13.6% 7.6% This table highlights how AMZN is growing vs broader market. For more details see: AMZN Revenue Comparison [3] Profitability Appears Moderate AMZN last 12 month operating income was $80 Bil representing operating margin of 11.2% representing operating margin of With cash flow margin of 19.5% , it generated nearly $140 Bil in operating cash flow over this period , ...
3月3日，记者获悉，智元机器人(AGIBOT)在世界移动通信大会(MWC)宣布，其海外官方独立站(store.agibot.com)正式上线。该平台集成了全品类产品展示、“直采”与“租赁”双通道购买模式，以及一站式商务咨询与定制化解决方案服务。同时，智元推出“机器人即服务”(RaaS,Robot（LAWR） as a Service（SCI）)租赁模式。目前，智元的RaaS服务网络已覆盖全球17个...
3月3日，记者获悉，智元机器人(AGIBOT)在世界移动通信大会(MWC)宣布，其海外官方独立站(store.agibot.com)正式上线。该平台集成了全品类产品展示、“直采”与“租赁”双通道购买模式，以及一站式商务咨询与定制化解决方案服务。同时，智元推出“机器人即服务”(RaaS,Robot（LAWR） as a Service（SCI）)租赁模式。目前，智元的RaaS服务网络已覆盖全球17个国家和地区。(界面新闻)
"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment," said CEO Tim Cook in the company's fiscal first-quarter earnings release. Now, Apple (AAPL +0.33%) is trying to keep that momentum going. The tech giant announced its new iPhone 17e on Monday. Starting at $599 for a base model with 256 gigabytes of storage, the new device lower...
"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment," said CEO Tim Cook in the company's fiscal first-quarter earnings release. Now, Apple (AAPL +0.33%) is trying to keep that momentum going. The tech giant announced its new iPhone 17e on Monday. Starting at $599 for a base model with 256 gigabytes of storage, the new device lowers the entry price for the company's latest smartphone family. For comparison, the standard iPhone 17 starts at $799. With the new iPhone, Apple is effectively offering double the entry storage of its previous budget model -- the iPhone 16e -- at the exact same starting price. This aggressive pricing strategy adds to the catalysts for Apple's largest product segment, which is already firing on all cylinders this year. Why the iPhone segment is still key to Apple's growth story Highlighting why keeping its iPhone segment fresh is key, the segment is Apple's biggest -- by far. In fiscal Q1, which ended on Dec. 27, 2025, iPhone revenue surged 23% year over year to $85.3 billion -- accounting for about 59% of Apple's total quarterly revenue of $143.8 billion. And for the full year of fiscal 2025, iPhone accounted for 50% of revenue. The new iPhone 17e could play an important role in helping this segment continue to grow nicely as the fiscal year progresses. To drive meaningful top-line growth, Apple needs products that reach every segment of its potential market. And the iPhone 17e, with its lower price, fills a strategic gap in the lineup -- and it's packed with feature upgrades compared to the iPhone 16e, too. "We know our customers want a product that will last, and iPhone 17e delivers just that," explained Apple iPhone marketing chief Kaiann Drance in the company's press release about the new product on Monday. "With A19 for incredible performance, double the entry storage, a smarter camera system, and enhanced durability, iPhone 17e is designed to stay fast, secure, and val...
AMD Ryzen AI 400 Series for desktops and notebooks AMD has announced Ryzen AI portfolio at Mobile World Congress 2026. The company has launched the AMD Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors with an aim to deliver on-device AI acceleration and fast performance, enabling users to run AI applications and LLMs locally and tackle compute-intensive applications. Additionally...
AMD Ryzen AI 400 Series for desktops and notebooks AMD has announced Ryzen AI portfolio at Mobile World Congress 2026. The company has launched the AMD Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors with an aim to deliver on-device AI acceleration and fast performance, enabling users to run AI applications and LLMs locally and tackle compute-intensive applications. Additionally, AMD is expanding the Ryzen AI 400 Series mobile portfolio to include workstations.Ryzen AI 400 Series processors are the first for next-generation desktop AI PCs that support Microsoft Copilot+ PC experiences. They feature a neural processing unit (NPU) providing up to 50 TOPS of AI compute.AMD says that the Ryzen AI 400 Series desktop processor family combines high-performance “Zen 5” central processing unit (CPU) cores, AMD RDNA 3.5 graphics, and a dedicated AMD XDNA 2 NPU for responsiveness, efficiency and local AI acceleration.AM5 desktop systems powered by Ryzen AI 400 Series processors are expected to be available starting in the second quarter of 2026 from OEMs, including HP and Lenovo.AMD also launched Ryzen AI PRO 400 Series mobile processors. According to the company, the Ryzen AI 9 HX PRO 470 delivers up to 30% faster multithreaded performance compared to Intel Core Ultra X7 3581, accelerating compute-intensive professional workloads.These processors are claimed to offer NPUs that deliver up to 60 TOPS of AI compute, and leverage advanced on-device AI acceleration.Mobile workstations powered by Ryzen AI PRO 400 Series processors are expected to be available starting in the second quarter of 2026 from OEMs, including Dell Technologies, HP and Lenovo.The company also says that AMD PRO delivers enterprise-grade security, manageability, and reliability through foundational hardware and software designed to simplify IT operations and protect investments over time. It offers “expanded remote management features [that] improve visibility, recovery, and control, enabli...
Joshua wanchai/iStock via Getty Images "Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.'" - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record – totaling 43 days – began on October 1. The...
Joshua wanchai/iStock via Getty Images "Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.'" - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record – totaling 43 days – began on October 1. The disruption forced investors to navigate an already cautious macroeconomic environment without official data releases, such as October's Consumer Price Index ("CPI"), until November 12. Despite the limited data, the Federal Reserve ("Fed") continued easing monetary policy with two 0.25% cuts, bringing the federal funds target range to 3.50%–3.75%. The cuts were intended to protect against a softening labor market, but the decision was not unanimous. Members disagreed on whether inflation or employment posed a bigger risk to the economy. The shutdown-driven gaps in data collection did little to sway members decidedly in either direction. On one hand, the unemployment rate rose to 4.6% – a four-year high – supporting the dovish members on the committee. On the other hand, CPI growth eased to 2.7% year-over-year in November. However, many cautioned the data might have been distorted by the shutdown and should be discounted. The Treasury curve continued to steepen, with the 2-year Treasury rate down 0.13% to 3.47% and the 30-year yield up 0.11% to 4.84%. Investors became increasingly confident the Fed would cut rates throughout the quarter, which pushed front-end rates lower. Economic growth continued to be solid – as evidenced by 4.3% year-over-year GDP growth in the third quarter – thanks to Artificial Intelligence ("AI")-related CapEx and spending from the highest-earning consumers, which pressured long-end rates. Portfolio Performance During the fourth quarter, the Harbor Core Plus Bond Fund (Institutional Class, "Fund") returned 0.89%, underperforming its benchmark, the Bl...
Key Points Polymarket is in the right place at the right time, offering consumers access to prediction markets. The company is private, but Wall Street is in love with prediction markets right now. 10 stocks we like better than DraftKings › DraftKings (NASDAQ: DKNG) is working to expand its sports betting business to include prediction markets. Discount broker Robinhood (NASDAQ: HOOD) is now offer...
Key Points Polymarket is in the right place at the right time, offering consumers access to prediction markets. The company is private, but Wall Street is in love with prediction markets right now. 10 stocks we like better than DraftKings › DraftKings (NASDAQ: DKNG) is working to expand its sports betting business to include prediction markets. Discount broker Robinhood (NASDAQ: HOOD) is now offering prediction markets to its customers. There's no question about it, prediction markets are hot. Which is why some investors may want to see privately held Polymarket go public in 2026. 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 » Will it? Tesla's success led to an onslaught of EV IPOs Tesla (NASDAQ: TSLA) was the first publicly traded company to exclusively build all-electric cars. It bled red ink for years before it became a sustainably profitable business. However, once Wall Street started getting excited about Tesla, private electric car makers came out of the woodwork looking for cash. A lot of money was raised during this window of opportunity, with Rivian (NASDAQ: RIVN) and Lucid (NASDAQ: LCID) among the companies investors watch in the space today. However, they are only two of many EV companies that held an initial public offering or attempted to do so. This cash grab wasn't a unique event; it happens over and over again on Wall Street. When an emerging sector is en vogue, young companies line up to IPO. Some additional recent examples include small modular nuclear reactors, vertical-lift short-haul electric aircraft, marijuana, and the current market darling, artificial intelligence. The businesses involved are doing the right thing, since it can be hard to tap the capital markets for cash. Doing so when investors are eager to give up their hard-earned savings is a no-brainer. Be careful wh...
H2O America ( HTO ) announced it has set the price for its public offering of 11,484,824 shares of common stock at $53.00 per share. This reflects an increase of about $58.7 million over the previously announced offering size on March 2, 2026. The company will issue 3,937,654 shares directly to the underwriters, while the remaining 7,547,170 shares will be borrowed from third parties and sold by f...
H2O America ( HTO ) announced it has set the price for its public offering of 11,484,824 shares of common stock at $53.00 per share. This reflects an increase of about $58.7 million over the previously announced offering size on March 2, 2026. The company will issue 3,937,654 shares directly to the underwriters, while the remaining 7,547,170 shares will be borrowed from third parties and sold by forward purchasers to the underwriters. The underwriters have a 30-day option to buy up to an additional 1,722,723 shares on the same terms. The company has also entered into forward sale agreements with JPMorgan Chase Bank and Wells Fargo Bank, agreeing to issue 7,547,170 shares to these forward purchasers at the same price as the offering. These agreements allow for cash or net share settlements and will be settled by March 2, 2028. If the underwriters exercise their additional share option, those shares will be directly issued to them. The company expects to generate net proceeds of approximately $588.9 million from this offering, or $677.2 million if the option is fully exercised. These funds will be used mainly to finance the Quadvest Acquisition, covering associated fees and expenses, along with general corporate needs such as acquisitions, capital expenses, share buybacks, or paying off debt. The offering is not dependent on the successful completion of the Quadvest Acquisition or any future financing. If the Quadvest Acquisition does not close, the net offering proceeds will still be directed towards general corporate uses. J. P. Morgan and Wells Fargo Securities are serving as joint book-running managers and representatives of the underwriters for this offering. Additionally, shares will be issued to the underwriters if the forward purchasers do not sell the required number of shares. More on H2O H2O America (HTO) Q4 2025 Earnings Call Transcript H2O America 2025 Q4 - Results - Earnings Call Presentation A Top-Notch Dividend Grower To Buy Now: H2O America H2O Americ...
Earnings Call Insights: Credo Technology Group Holding Ltd (CRDO) Q3 2026 Management View CEO William Brennan highlighted record revenue of $407 million for Q3, a sequential increase of 52% and more than 200% growth from the same quarter last year. Brennan stated, "We delivered non-GAAP gross margin of 68.6% and generated approximately $209 million of non-GAAP net income." He emphasized the compan...
Earnings Call Insights: Credo Technology Group Holding Ltd (CRDO) Q3 2026 Management View CEO William Brennan highlighted record revenue of $407 million for Q3, a sequential increase of 52% and more than 200% growth from the same quarter last year. Brennan stated, "We delivered non-GAAP gross margin of 68.6% and generated approximately $209 million of non-GAAP net income." He emphasized the company's rapid scaling, with expectations to triple revenue from fiscal '25 to '26, representing over 6x growth in two years. Brennan explained that Credo's strategy is to "lead in reliability, power efficiency and signal integrity across the full spectrum of AI and data center connectivity," and noted strong performance from the AEC product line, with growth driven by hyperscaler and Neocloud customers. He also reported accelerated traction in ZeroFlap Optics and detailed three new product families—ZeroFlap Optics, active LED cables (ALCs), and OmniConnect gearboxes—that meaningfully expand Credo's total addressable market. CFO Daniel Fleming reported, "In Q3, we reported revenue of $407 million, up 52% sequentially and more than tripling year-over-year and at the high end of our revised guidance range." Fleming added, "Our non-GAAP net income was $208.8 million in the quarter, a record high and a 63% sequential increase compared to non-GAAP net income of $127.8 million in Q2." He also highlighted record free cash flow of $139.7 million and a strong cash and equivalents position of $1.3 billion. Outlook Fleming provided Q4 guidance, stating, "We currently expect revenue in Q4 of fiscal '26 to be between $425 million and $435 million." He projected Q4 non-GAAP gross margin of 64% to 66% and non-GAAP operating expenses between $76 million and $80 million. Looking to fiscal '27, Fleming said, "we expect sequential revenue growth in the mid-single digits, leading to more than 50% year-over-year growth." Management confirmed an earlier-than-expected production ramp for ZeroFlap Opti...
stockcam/iStock Unreleased via Getty Images Duolingo ( DUOL ) has been a market darling and an impressive growth story. The company went public in 2021 and was trading four times higher in early 2025. The stock has now declined by more than 80% within a short period of time. On the one hand, Duolingo is better valued than it was ten months ago. Moreover, I believe that Duolingo’s brand equity shou...
stockcam/iStock Unreleased via Getty Images Duolingo ( DUOL ) has been a market darling and an impressive growth story. The company went public in 2021 and was trading four times higher in early 2025. The stock has now declined by more than 80% within a short period of time. On the one hand, Duolingo is better valued than it was ten months ago. Moreover, I believe that Duolingo’s brand equity shouldn’t be underestimated, and I see some of the AI risks as overstated, for reasons I will discuss later in this article. I also like the healthy balance sheet and the cash-generative nature of its business. On the other hand, growth has been slowing down quite significantly, especially for the number of daily active users. Furthermore, management discussed a new strategy to focus on user growth at the expense of monetization, which makes sense in the long term but still adds to the uncertainty. In my view, Duolingo remains a good business with long-term potential. However, at current prices, the stock is not cheap, and Duolingo still needs to deliver high double-digit growth. I also believe it makes sense to wait, to see if the strategy shift accelerates user growth or whether the issue lies deeper. The stock is a Hold for me right now. It Can’t Get Worse… the Fourth Quarter Proved the Bulls Wrong I was patiently waiting for the earnings report on Thursday. I didn’t expect a negative surprise in the FY25 numbers , and I was proven right. Revenue increased by 39% and exceeded $1 billion for the first time. Income from operations increased by more than 100% to $135.6 million. It is important to highlight that Duolingo had a one-time income tax benefit of $256 million in the financial year. Excluding this effect, net income was around $148 million, still significantly up from the $88.6 million the year before. All in all, FY25 was a good year for Duolingo and shows that the app can be monetized. Nevertheless, the stock price was down between 15% and 25% in after-market trading...