Walker & Dunlop (NYSE: WD) has been a victim of the higher interest rates over the past few years, which have resulted in an extremely slow commercial real estate market. However, this well-run company now offers a 6% dividend yield and just gave some pretty ambitious five-ye
Walker & Dunlop (NYSE: WD) has been a victim of the higher interest rates over the past few years, which have resulted in an extremely slow commercial real estate market. However, this well-run company now offers a 6% dividend yield and just gave some pretty ambitious five-ye
SW Photography/DigitalVision via Getty Images Thesis BlackSky ( BKSY ) managed to report a 4Q25 GAAP EPS of -$0.02, a figure that beat expectations by $0.16. Revenue, on the other hand, came in at $35 million, up about 16% since last year but missing estimates by about $2.1 million. The quarter also showed us much-improved profitability, with net losses narrowing and a pretty strong adjusted EBITD...
SW Photography/DigitalVision via Getty Images Thesis BlackSky ( BKSY ) managed to report a 4Q25 GAAP EPS of -$0.02, a figure that beat expectations by $0.16. Revenue, on the other hand, came in at $35 million, up about 16% since last year but missing estimates by about $2.1 million. The quarter also showed us much-improved profitability, with net losses narrowing and a pretty strong adjusted EBITDA performance. We also saw decent commercial traction, with the backlog jumping 32% to $345 million. What I like about that backlog is that it’s mainly driven by Gen-3 demand, which we want to see. Once a customer gets on board with a Gen-3 subscription, it can be scaled up to a higher margin contract by adding on other services such as AI solutions and ground systems. As for guidance, management is expecting $120 million to $145 million in revenue, which was slightly below the consensus at the midpoint. We can also expect $6 million to $18 million in adjusted EBITDA, and $50 million to $60 million in capex. In my previous coverage , I gave an in-depth comparison between BlackSky and its similar competitor, Planet Labs ( PL ). Now, we have just seen Planet deliver stellar earnings with an increasing backlog. It brought Planet's stock up to the $33 range and signalled strong demand for the satellite intelligence space. As for BlackSky, my bull case here would rest on the Gen-3 driving a step-change in demand and then enabling the high-margin, recurring AI and imagery subscriptions that get added to a contract. This should help convert backlog into accelerating revenue growth. And, if execution holds, operating leverage from a scaled constellation could push the business toward more durable profitability. This is going to be much needed to justify its premium valuation, as I'll explain. FY25 review What we wanted to see from BlackSky’s FY25 earnings was less early-stage volatility and more stable, contract-driven growth. That being said, there were some underlying pressure po...
The average one-year price target for Hansol Chemical Co. (KOSE:014680) has been revised to ₩319,338.46 / share. This is an increase of 12.68% from the prior estimate of ₩283,403.08 dated February 21, 2026. The price target is an average of many targets provid
The average one-year price target for Hansol Chemical Co. (KOSE:014680) has been revised to ₩319,338.46 / share. This is an increase of 12.68% from the prior estimate of ₩283,403.08 dated February 21, 2026. The price target is an average of many targets provid
Bloomberg News Congressional Reporter Erick Wasson joins Christina Ruffini and David Gura on Bloomberg This Weekend to break down the protracted Congressional fight over funding the Department of Homeland Security after President Donald Trump signs an Executive Order to pay TSA workers. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
Bloomberg News Congressional Reporter Erick Wasson joins Christina Ruffini and David Gura on Bloomberg This Weekend to break down the protracted Congressional fight over funding the Department of Homeland Security after President Donald Trump signs an Executive Order to pay TSA workers. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
The average one-year price target for SK (KOSE:034730) has been revised to ₩465,686.67 / share. This is an increase of 31.07% from the prior estimate of ₩355,300.00 dated February 21, 2026. The price target is an average of many targets provided by analysts. T
The average one-year price target for SK (KOSE:034730) has been revised to ₩465,686.67 / share. This is an increase of 31.07% from the prior estimate of ₩355,300.00 dated February 21, 2026. The price target is an average of many targets provided by analysts. T
J Studios/DigitalVision via Getty Images If 2025 was the year that investors pounced on speculative AI stories, 2026 is the year in which all of those gains unwound... and then some. In today's market, AI is more of a risk than an opportunity, and companies are afraid to throw around AI as a tailwind until it can be proven. Veritone ( VERI ), which is a self-labeled enterprise AI company, has seen...
J Studios/DigitalVision via Getty Images If 2025 was the year that investors pounced on speculative AI stories, 2026 is the year in which all of those gains unwound... and then some. In today's market, AI is more of a risk than an opportunity, and companies are afraid to throw around AI as a tailwind until it can be proven. Veritone ( VERI ), which is a self-labeled enterprise AI company, has seen its share price crumble nearly 50% since the start of the year. The company is in the midst of a massive business transition. Last year, it fully ended its ad-tech services and is prioritizing its Veritone Data Refinery ("VDR") segment to drive growth from AI-hungry customers. The question for investors is: can it pull off this transition successfully? Data by YCharts I last wrote a neutral opinion on Veritone in December, when the stock was trading at $5 per share. Since then, Veritone has lost half its value. Though the dip certainly always makes it worth taking a second fresh look at the stock, I see Veritone as a company that is mired in additional uncertainty, especially after its most recent quarterly update. I reiterate my neutral rating here. Uncertain Q4 results, Oracle deal, and the VDR pipeline force us to take a leap of faith on the future First, let's start with the reality of Veritone's latest quarterly update, which raised as many questions as it answered. Veritone issued a "preliminary" Q4 earnings print that pointed to a very wide range of $18.1-$30.0 million in revenue, which could be anywhere from a -19% y/y decline to 34% y/y growth. Veritone prelim Q4 results (Veritone Q4 earnings release) That uncertainty over ~$12 million in revenue is due to two transactions. Veritone is expecting the majority (~$11 million of the ~$12 million in variance) from selling its on-premises software for "certain intangible rights" in a non-monetary transaction. The company's revenue recognition depends on an ongoing accounting audit over the economic value of the standalo...
Oil has rapidly turned into a front-page concern for the global economy. The price of oil trended downward for years after the Russia/Ukraine spike, but has since rocketed to around $100 a barrel or higher due to the current conflict in Iran and the closure of the Strait of Hormuz. While it is unclear what the next months will hold regarding the flow of oil coming from the Middle East, it is clear...
Oil has rapidly turned into a front-page concern for the global economy. The price of oil trended downward for years after the Russia/Ukraine spike, but has since rocketed to around $100 a barrel or higher due to the current conflict in Iran and the closure of the Strait of Hormuz. While it is unclear what the next months will hold regarding the flow of oil coming from the Middle East, it is clear that if the strait is closed for longer, the price of oil could spike to new heights due to the restriction of a large amount of supply (or destruction of infrastructure from bombings). This could have a detrimental impact on the global economy, hurting the stock market. However, a few energy stocks will benefit. If oil hits $150 a barrel, here are two energy stocks you are going to want to buy to hedge your portfolio. Continue reading
imaginima/E+ via Getty Images Russia plans to introduce a ban on gasoline exports from April 1 in an attempt to prioritize domestic supplies in response to volatility in oil markets amid ongoing tensions in the Middle East. The Russian government announced the decision on Friday after a meeting on the domestic petroleum product market chaired by Deputy Prime Minister Alexander Novak. During the me...
imaginima/E+ via Getty Images Russia plans to introduce a ban on gasoline exports from April 1 in an attempt to prioritize domestic supplies in response to volatility in oil markets amid ongoing tensions in the Middle East. The Russian government announced the decision on Friday after a meeting on the domestic petroleum product market chaired by Deputy Prime Minister Alexander Novak. During the meeting, Novak instructed the country’s Energy Ministry to draft a resolution to implement the ban, which the state-run TASS news agency earlier reported could remain in place until July 31. The “turbulence in the global market for crude oil and oil products, driven by the Middle East crisis, has led to significant price volatility,” Novak said at the meeting, according to a statement from the Russian government. Bloomberg data indicate that Russia exports about 100K gasoline barrels per day on average, which is not a significant portion of global trading volumes . However, any restrictions on supplies could aggravate the energy crisis fueled by the blockade of the Strait of Hormuz, a key sea route that processed nearly 20% of oil and LNG supplies before the war. More on State Street® Energy Select Sector SPDR® ETF, State Street SPDR S&P Oil & Gas Expl & Prod ETF, etc. What AI's Threat Might Do To The March 2026 Job Report Chart Of The Day: What Will Oil Stocks Do If Oil Goes Vertical? Why U.S. Energy Stocks And Gold Could Win Big Saudi Red Sea exports hit record pace while bypassing Hormuz; Houthis say 'fingers on the trigger' Oil could spike to $200 if the Iran war drags on until June: report
⚽ Latest updates from Manchester derby at 1.30pm (GMT) ⚽ Glut of derbies could have diluting effect | Email Xaymaca Hello and welcome to minute-by-minute coverage of the Manchester derby this afternoon. I’ll be providing you with updates over the next few hours. Send me an email with your thoughts. Xaymaca will be along shortly. In the meantime, here’s what the Manchester City head coach, Andree J...
⚽ Latest updates from Manchester derby at 1.30pm (GMT) ⚽ Glut of derbies could have diluting effect | Email Xaymaca Hello and welcome to minute-by-minute coverage of the Manchester derby this afternoon. I’ll be providing you with updates over the next few hours. Send me an email with your thoughts. Xaymaca will be along shortly. In the meantime, here’s what the Manchester City head coach, Andree Jeglertz, had to say before his league-leading side’s short trip to Old Trafford to take on Manchester United in the derby. These games live their own lives. Because a derby in this city is always going to get 100% energised players from both teams at the beginning. It almost doesn’t matter what tempo you start as your opponent will be ready. These games aren’t determined by 15, 20 minutes. Definitely the longer the game goes, it can be a challenge but it’s how the game turns out and what happens. Definitely in the beginning both teams will be 100% focused and energised, they really want to get three points in this game.” City are top of the league for a reason but we will take that challenge on. Once you accept that challenge, you can rise to a new level. Continue reading...