Thomas Barwick/DigitalVision via Getty Images Nano Dimension ( NNDM ) is a leading company in the 3D printing additive manufacturing industry I have been following. NNDM has two revenue streams, Products, where majority of its revenue is generated from, and Services. Products revenue comes from the sale of 3D printing machines and associated materials, while Services revenue comes from technical s...
Thomas Barwick/DigitalVision via Getty Images Nano Dimension ( NNDM ) is a leading company in the 3D printing additive manufacturing industry I have been following. NNDM has two revenue streams, Products, where majority of its revenue is generated from, and Services. Products revenue comes from the sale of 3D printing machines and associated materials, while Services revenue comes from technical support and maintenance. In my view, the 3D printing and additive manufacturing market remains competitive and evolving due to the innovative nature of the solutions themselves. NNDM’s competitors include sizable players like 3D Systems ( DDD ) or Stratasys. Since going public, share performance has been largely disappointing. At one point after going public, NNDM was trading above $50 per share. However, share price has been on gradual decline since then. Most recently trading at $1.67 per share, the stock is currently trading near its lowest point, down 80% in the past five years. Nonetheless, the fact that it has been up around 7% YTD and around 8% on a 1-year basis suggests that it has gained some momentum lately. I initiate my coverage with a buy rating. My 1-year price target of $2.03 presents around 22% upside from the current level. Financial Reviews Fundamentals remain mixed, in my opinion. Revenue growth was mainly driven by the Markforged acquisition, while profitability improved slightly despite still being in the red for the most part. In Q4 2025, revenue growth improved significantly by 142% YoY to $35.3 million, much due to the revenue contribution from Markforged. However, in the absence of that, NNDM basically saw a flat YoY growth, as commented on by the management: Revenue for the fourth quarter was $35.3 million, representing a year-over-year growth of approximately 142% compared to $14.6 million in the fourth quarter of 2024. This increase was driven primarily by the inclusion of Markforged, which contributed $20.7 million. Excluding Markforged, Nano Dim...
In this video, Motley Fool contributor Jason Hall explains the biggest reason (out of many) he fully intends to own Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) permanently.
In this video, Motley Fool contributor Jason Hall explains the biggest reason (out of many) he fully intends to own Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) permanently.
imaginima/iStock via Getty Images UiPath ( PATH ) has shown that cheap stocks can always get cheaper. Software stocks have struggled to recover amidst fears regarding AI disruption over the long term, even if the numbers appear robust in the near term. PATH is profitable on a GAAP basis and maintains a net cash balance sheet representing a large chunk of the market cap. The valuation is so cheap t...
imaginima/iStock via Getty Images UiPath ( PATH ) has shown that cheap stocks can always get cheaper. Software stocks have struggled to recover amidst fears regarding AI disruption over the long term, even if the numbers appear robust in the near term. PATH is profitable on a GAAP basis and maintains a net cash balance sheet representing a large chunk of the market cap. The valuation is so cheap that I believe the bearish scenarios are priced in. I remain bullish on the name. PATH Stock Price I last covered PATH in December , where I called it one of the few agentic AI stocks still trading cheaply. The stock has been clobbered since. Data by YCharts I suspect that the market has differing views regarding the company’s positioning in the agentic era, which should not go unignored. PATH Stock Key Metrics PATH is an enterprise software company that helps its customers automate workflows. Traditionally robotic process automation (‘RPA’) has been their leading product, but the company has been leaning into AI agents. The market may be wondering, however, if the whole concept of RPA has been disrupted by agentic AI, which threatens to create similar results at a cheaper cost. FY26 Q4 Presentation In PATH’s defense, a lot of its workflows are critical to business operation, and customers are likely to value reliability and accuracy over cost alone. FY26 Q4 Presentation In the most recent quarter, PATH generated 11% YoY growth in ARR to $1.853 billion, narrowly exceeding guidance of between $1.844 billion and $1.849 billion. FY26 Q4 Presentation The company generated $150.1 million in non-GAAP operating income, exceeding guidance of $140 million. FY26 Q4 Presentation The company generated positive GAAP operating income in the quarter and full year. FY26 Q4 Presentation PATH ended the quarter with $1.69 billion of cash versus no debt, representing a net cash balance sheet. The company has a new $500 million share repurchase authorization, which I found to make perfect sense ...
In this article LCID Follow your favorite stocks CREATE FREE ACCOUNT A Lucid 'Gravity' SUV is displayed during the press day preview of the Los Angeles Auto Show in Los Angeles, California, U.S. November 16, 2023. David Swanson | Reuters Lucid Group missed expectations for first-quarter vehicle deliveries on Friday, hurt by a temporary sales halt and recall tied to an unauthorized supplier change...
In this article LCID Follow your favorite stocks CREATE FREE ACCOUNT A Lucid 'Gravity' SUV is displayed during the press day preview of the Los Angeles Auto Show in Los Angeles, California, U.S. November 16, 2023. David Swanson | Reuters Lucid Group missed expectations for first-quarter vehicle deliveries on Friday, hurt by a temporary sales halt and recall tied to an unauthorized supplier change. Deliveries of its electric luxury SUV, Lucid Gravity, were disrupted for 29 days during the quarter due to a supplier quality issue with second-row seats, limiting the company's ability to meet customer demand. The company said it produced 5,500 vehicles and delivered 3,093 in the quarter ended March 31. Analysts at Visible Alpha had expected Lucid to produce 5,967 vehicles and deliver 5,237 vehicles. Deliveries were particularly hit in February, said Chief Executive Marc Winterhoff, when Lucid paused to reverse the change and inspect vehicles already produced. Lucid recalled 4,476 Gravity SUVs earlier this week over seatbelt anchor welds that did not meet safety standards, built between December 2024 and February 2026. The shortfall also highlights the persistent gap between the company's production and its ability to get cars into customers' hands, a challenge that has plagued Lucid and other EV startups as demand cools. Supply challenges continue to be a concern, Winterhoff has said, acknowledging that the company was being conservative in its forecast of producing 25,000 to 27,000 vehicles this year, implying growth could top 50%. On Friday, it maintained that forecast. In 2025, production nearly doubled to 17,840 vehicles. Along with a hit from high tariffs on auto parts imports, Lucid, like some of its rivals, has been contending with a chip shortage, uncertain rare-earth supplies, and a September fire at an aluminum supplier. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
lcva2/iStock Editorial via Getty Images Microsoft Corp. ( MSFT ) has been perceived as one of the strongest in the tech world. The stock, however, has experienced real pressure in recent times and has been on a sharp decline. This pullback has been concerning to investors, especially as the company has begun to drag behind some of its mega-cap rivals in terms of market performance. Nonetheless, th...
lcva2/iStock Editorial via Getty Images Microsoft Corp. ( MSFT ) has been perceived as one of the strongest in the tech world. The stock, however, has experienced real pressure in recent times and has been on a sharp decline. This pullback has been concerning to investors, especially as the company has begun to drag behind some of its mega-cap rivals in terms of market performance. Nonetheless, the business itself has not slowed down. The growth in revenues is still good, and the company is ambitiously working on artificial intelligence, which would carve its future in a big way. The question is, therefore, will this be a mere rough patch or an actual opportunity? We cannot overlook the decline, considering the recent performance. The shares are also trading at a loss of around 24% year-to-date, making it one of their weakest starts in history. Due to this fact, its valuation levels have dropped significantly, and its forward P/E ratio is now trading at levels that are lower than the industry average. Nonetheless, the fundamental business is performing well. The annual revenue increased at a rate of 17% in the recent quarter, and the forecast growth is about 16% in the future. This discrepancy between the falling stock price and the stable business performance has made many analysts think that the stock may be undervalued and it stands a chance of recovering should the growth proceed as projected. Artificial intelligence is a big part of its growth story. In the last two years, Microsoft has quietly established a huge presence in AI , mostly based on its cloud platform. Its cloud segment is currently producing more than $50 billion in quarterly revenues, and it is growing at a good pace per year. Azure especially will be able to ride on the increasing demand due to AI and enterprise usage. It is evident that management is still in the initial phases of AI implementation, and there is still much room to grow in the various layers of technology. That places Microsoft ...
lcva2/iStock Editorial via Getty Images Microsoft Corp. ( MSFT ) has been perceived as one of the strongest in the tech world. The stock, however, has experienced real pressure in recent times and has been on a sharp decline. This pullback has been concerning to investors, especially as the company has begun to drag behind some of its mega-cap rivals in terms of market performance. Nonetheless, th...
lcva2/iStock Editorial via Getty Images Microsoft Corp. ( MSFT ) has been perceived as one of the strongest in the tech world. The stock, however, has experienced real pressure in recent times and has been on a sharp decline. This pullback has been concerning to investors, especially as the company has begun to drag behind some of its mega-cap rivals in terms of market performance. Nonetheless, the business itself has not slowed down. The growth in revenues is still good, and the company is ambitiously working on artificial intelligence, which would carve its future in a big way. The question is, therefore, will this be a mere rough patch or an actual opportunity? We cannot overlook the decline, considering the recent performance. The shares are also trading at a loss of around 24% year-to-date, making it one of their weakest starts in history. Due to this fact, its valuation levels have dropped significantly, and its forward P/E ratio is now trading at levels that are lower than the industry average. Nonetheless, the fundamental business is performing well. The annual revenue increased at a rate of 17% in the recent quarter, and the forecast growth is about 16% in the future. This discrepancy between the falling stock price and the stable business performance has made many analysts think that the stock may be undervalued and it stands a chance of recovering should the growth proceed as projected. Artificial intelligence is a big part of its growth story. In the last two years, Microsoft has quietly established a huge presence in AI , mostly based on its cloud platform. Its cloud segment is currently producing more than $50 billion in quarterly revenues, and it is growing at a good pace per year. Azure especially will be able to ride on the increasing demand due to AI and enterprise usage. It is evident that management is still in the initial phases of AI implementation, and there is still much room to grow in the various layers of technology. That places Microsoft ...
A new rule in Guangzhou requiring teahouses to declare whether their traditional dim sum is freshly handmade has sparked debate and calls for transparency over how similar meals are made in Hong Kong. Guangzhou authorities on Wednesday released the new regulation on morning tea heritage protection, effective on May 1, which mandates that operators must explicitly indicate whether their dim sum dis...
A new rule in Guangzhou requiring teahouses to declare whether their traditional dim sum is freshly handmade has sparked debate and calls for transparency over how similar meals are made in Hong Kong. Guangzhou authorities on Wednesday released the new regulation on morning tea heritage protection, effective on May 1, which mandates that operators must explicitly indicate whether their dim sum dishes are made using traditional on-site methods or through non-traditional means. The mainland...
Got the RMD blues? That is to say, is the never-ending merry-go-round of annual taxable required minimum distributions from your IRA getting you down? It wouldn't be surprising if it were, particularly if you don't need the money or if you're regularly incurring the 25% penalty for not completing your required minimum distributions in time. Although you can never actually escape taxation, you can ...
Got the RMD blues? That is to say, is the never-ending merry-go-round of annual taxable required minimum distributions from your IRA getting you down? It wouldn't be surprising if it were, particularly if you don't need the money or if you're regularly incurring the 25% penalty for not completing your required minimum distributions in time. Although you can never actually escape taxation, you can get it over with once and for all while still leaving your money in a tax-sheltered retirement account. Simply put, RMDs are IRS-required minimum distributions from ordinary retirement accounts once you turn 73. The "minimum" depends on your age and the value of your IRA at the end of the previous calendar year. Continue reading