Key Points One analyst raised his price target significantly on the company. Another opined that it was well-positioned to benefit from Oracle's pivot into data centers. 10 stocks we like better than Ciena › Two positive analyst moves in recent days, including a meaty price target hike, provided a significant lift for Ciena (NYSE: CIEN) stock on Monday. Investors took these updates to heart, and t...
Key Points One analyst raised his price target significantly on the company. Another opined that it was well-positioned to benefit from Oracle's pivot into data centers. 10 stocks we like better than Ciena › Two positive analyst moves in recent days, including a meaty price target hike, provided a significant lift for Ciena (NYSE: CIEN) stock on Monday. Investors took these updates to heart, and the tech equipment supplier's share price increased robustly, ultimately ending the day more than 6% higher. A bull gets more bullish Of the two, that price target increase was likely the more impactful. Before market open Monday, Stifel's Ruben Roy upped his Ciena fair value assessment to $430 per share from $320, maintaining his existing buy recommendation. 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 » The change was made after Roy attended the company's investor breakfast and, afterwards, met with management at the pivotal Optical Fiber Communication Conference and Exhibition (OFC). According to reports, the analyst waxed bullish about Ciena's market positioning, which places it nicely to take advantage of numerous opportunities in the current feverish artificial intelligence (AI) build-out. Roy feels that the company's solid fiscal first-quarter 2026 results have already indicated it can capture plenty of this business. Separately, on Saturday, Wolfe Research issued an update noting that Oracle's aggressive pivot into a next-generation data center landlord will directly benefit Ciena. This is because the latter company is a notable supplier of the type of hardware sorely needed for this effort. A victim of popularity? It's easy to imagine Ciena capturing a significant share of the AI boom, which looks set to be massive and sustainable for years. The catch is that, as a well-known provider of hardware...
BROADVIEW, Ill., March 23, 2026 (GLOBE NEWSWIRE) -- Innovative Food Holdings, Inc. (OTCQB: IVFH) (“IVFH” or the “Company”), a national seller of gourmet specialty foods, today announced an updated schedule for its conference call to discuss fourth quarter and fiscal year 2025 financial results. The Company will now publish its Fourth Quarter and Fiscal Year 2025 financial results on Tuesday, March...
BROADVIEW, Ill., March 23, 2026 (GLOBE NEWSWIRE) -- Innovative Food Holdings, Inc. (OTCQB: IVFH) (“IVFH” or the “Company”), a national seller of gourmet specialty foods, today announced an updated schedule for its conference call to discuss fourth quarter and fiscal year 2025 financial results. The Company will now publish its Fourth Quarter and Fiscal Year 2025 financial results on Tuesday, March 31, 2026, and host an investor conference call on April 1, 2026 at 4:00 PM Eastern Time to discuss results for the quarter and fiscal year ended December 31, 2025. Interested participants may join the call online or by phone using the access information below. A Q&A segment will follow the prepared remarks and address questions submitted in advance. Join Zoom Meeting https://us06web.zoom.us/j/82660754171?pwd=F1EOT23LkiPcrH3dB0irUZkJ9UPPWG.1 Meeting ID: 826 6075 4171 Passcode: 254779 One tap mobile +13052241968,,82660754171#,,,,*254779# US About Innovative Food Holdings, Inc. At IVFH, we help make meals special. We provide access to foods that are hard to find, have a compelling story, or are on the forefront of food trends. Our gourmet foods marketplace connects the world’s best artisan food makers with top professional chefs nationwide. We curate the assortment, experience, and tech enabled tools that help our professional chefs create unforgettable experiences for their guests. Additional information is available at www.ivfh.com.
Donna Feledichuk/iStock via Getty Images Last week, Micron Technology, Inc. ( MU ) reported its second quarter 2026 earnings , which turned out to be one of the largest blowouts I've seen in recent memory. The firm has done well as limited supply in key data center memory chips has driven unusually high gross margins and strong bottom-line profitability. All told, it's a similar story to what we s...
Donna Feledichuk/iStock via Getty Images Last week, Micron Technology, Inc. ( MU ) reported its second quarter 2026 earnings , which turned out to be one of the largest blowouts I've seen in recent memory. The firm has done well as limited supply in key data center memory chips has driven unusually high gross margins and strong bottom-line profitability. All told, it's a similar story to what we saw with Nvidia ( NVDA ) throughout 2023 and 2024, as price insensitivity on the part of hyperscalers has led to outsized earnings potential in the short and medium term. At the same time, the market's response to the earnings was muted, and shares actually traded down the next day by roughly 3%. Shares have continued to trade flat/down in the ensuing days. I wanted to take some time before writing this article because I wanted to make up my mind about Micron and whether or not I believe shares are fairly valued at this price. Of course - the market seems to think so. What goes up must eventually come down, and valuing what could be a cyclical earnings boom is a tall order for even the most skilled analyst. That said, after going over the numbers again and again, I believe that shares of Micron remain structurally underpriced, positioned to deliver 25%+ annualized returns through the end of the decade. As a result, I view shares of Micron as a Strong Buy. Today, I'll break down recent updates with the company, dive deep on the valuation, and explain why I believe there is still a significant opportunity with the stock. Sound good? Let's dive in. Financials Before we dive into the recent numbers, if you haven't heard of Micron Technology before, the firm is one of only three companies in the world - alongside Samsung ( SSNLF ) and SK hynix - that manufactures DRAM memory chips at scale. DRAM chips function as short-term working memory for computers, servers, and smartphones across the world, making it a key component within the broader technology landscape. Micron also makes ...
Donna Feledichuk/iStock via Getty Images Last week, Micron Technology, Inc. ( MU ) reported its second quarter 2026 earnings , which turned out to be one of the largest blowouts I've seen in recent memory. The firm has done well as limited supply in key data center memory chips has driven unusually high gross margins and strong bottom-line profitability. All told, it's a similar story to what we s...
Donna Feledichuk/iStock via Getty Images Last week, Micron Technology, Inc. ( MU ) reported its second quarter 2026 earnings , which turned out to be one of the largest blowouts I've seen in recent memory. The firm has done well as limited supply in key data center memory chips has driven unusually high gross margins and strong bottom-line profitability. All told, it's a similar story to what we saw with Nvidia ( NVDA ) throughout 2023 and 2024, as price insensitivity on the part of hyperscalers has led to outsized earnings potential in the short and medium term. At the same time, the market's response to the earnings was muted, and shares actually traded down the next day by roughly 3%. Shares have continued to trade flat/down in the ensuing days. I wanted to take some time before writing this article because I wanted to make up my mind about Micron and whether or not I believe shares are fairly valued at this price. Of course - the market seems to think so. What goes up must eventually come down, and valuing what could be a cyclical earnings boom is a tall order for even the most skilled analyst. That said, after going over the numbers again and again, I believe that shares of Micron remain structurally underpriced, positioned to deliver 25%+ annualized returns through the end of the decade. As a result, I view shares of Micron as a Strong Buy. Today, I'll break down recent updates with the company, dive deep on the valuation, and explain why I believe there is still a significant opportunity with the stock. Sound good? Let's dive in. Financials Before we dive into the recent numbers, if you haven't heard of Micron Technology before, the firm is one of only three companies in the world - alongside Samsung ( SSNLF ) and SK hynix - that manufactures DRAM memory chips at scale. DRAM chips function as short-term working memory for computers, servers, and smartphones across the world, making it a key component within the broader technology landscape. Micron also makes ...
DoubleLine Capital CEO Jeffrey Gundlach said markets are stuck in a holding pattern with few assets delivering meaningful returns, as he warned that stresses emerging in private credit could deepen if investors rush for liquidity. "It's kind of a going nowhere market right now, sort of trendless. Almost nothing is up. Nothing is really down dramatically. Nothing has really made much money over the...
DoubleLine Capital CEO Jeffrey Gundlach said markets are stuck in a holding pattern with few assets delivering meaningful returns, as he warned that stresses emerging in private credit could deepen if investors rush for liquidity. "It's kind of a going nowhere market right now, sort of trendless. Almost nothing is up. Nothing is really down dramatically. Nothing has really made much money over the past nine months," Gundlach said on CNBC's " Closing Bell ." Gundlach believes the environment bears some resemblance to the period leading up to the 2008 financial crisis, when asset prices appeared elevated and early signs of strain were dismissed as isolated. "A little bit like 2006, where everything is overvalued, cracks are starting to form. But everyone's like, it's all contained, it's no problem, it's just software. But it's not just software ," he said. "We all know that the private credit industry was deluged with redemption requests ; it far exceeded the 5%." His comments come as investors increasingly scrutinize pockets of the private credit market , particularly funds exposed to riskier borrowers such as software companies. Redemption pressures have already surfaced in some vehicles, raising questions about liquidity management in an asset class that grew rapidly during years of low interest rates. "Anybody that has been around the block, at least as many times as I have, or even half as many times as I have, should know that the next window of liquidity from these investors, particularly the retail investors, they're gonna ask for a lot more than they did in March," he said.
Crusoe CEO Chase Lochmiller discusses the company’s data center project in Abilene and the growing energy demands of AI infrastructure with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)
Crusoe CEO Chase Lochmiller discusses the company’s data center project in Abilene and the growing energy demands of AI infrastructure with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)
Earlier in March, IREN Limited participated in the 38th Annual Roth Conference in Dana Point, California, with Vice President of Investor Relations Mike Power presenting to investors and analysts. At the same time, improving sentiment toward Bitcoin and accelerating AI infrastructure investment, highlighted by Nebius’s multi-billion-dollar GPU expansion with Meta, has sharpened focus on IREN’s exp...
Earlier in March, IREN Limited participated in the 38th Annual Roth Conference in Dana Point, California, with Vice President of Investor Relations Mike Power presenting to investors and analysts. At the same time, improving sentiment toward Bitcoin and accelerating AI infrastructure investment, highlighted by Nebius’s multi-billion-dollar GPU expansion with Meta, has sharpened focus on IREN’s exposure to both crypto mining and AI data center demand. With crypto sentiment improving and AI infrastructure spending in focus, we’ll now examine how this backdrop may influence IREN’s investment narrative. AI is about to change healthcare. These 36 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. IREN Investment Narrative Recap To own IREN, you have to believe that its dual exposure to Bitcoin mining and AI data centers will justify heavy capital spending and volatile earnings. The recent Roth Conference appearance and short term Bitcoin rebound help sentiment but do not materially change the near term picture, where the key catalyst is ramping AI GPU capacity and the biggest risk remains funding and executing very large capex without stretching the balance sheet. The clearest tie to this backdrop is IREN’s March 4 announcement of purchase agreements for over 50,000 additional NVIDIA B300 GPUs, taking its fleet to 150,000. This directly connects to the market’s renewed focus on AI infrastructure following Nebius’s Meta deal and highlights the near term catalyst of scaling AI cloud ARR, while also underlining the funding and execution risks around the planned US$3,500 million capex in H2 2026. Yet behind the AI growth story, investors should be aware of how rising leverage and heavy GPU spend could collide with... Read the full narrative on IREN (it's free!) IREN's narrative projects $1.5 billion revenue and $1.0 billion earnings by 2028. This requires 45.6%...
Image source: The Motley Fool. Monday, March 23, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Erik Holmlin Principal Accounting Officer — Mark Adamczak Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $8.0 million for the quarter, reflecting a 3% decline; annual revenue was $28.5 million, down 7%, with core revenue down 2% after adjusting fo...
Image source: The Motley Fool. Monday, March 23, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Erik Holmlin Principal Accounting Officer — Mark Adamczak Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $8.0 million for the quarter, reflecting a 3% decline; annual revenue was $28.5 million, down 7%, with core revenue down 2% after adjusting for clinical services in 2024. -- $8.0 million for the quarter, reflecting a 3% decline; annual revenue was $28.5 million, down 7%, with core revenue down 2% after adjusting for clinical services in 2024. Consumables Volume -- 7,554 nanochannel array flow cells sold in the quarter, down 6%, and 30,171 flow cells for the year, virtually flat year over year; fourth-quarter supply was constrained by manufacturing partner delays. -- 7,554 nanochannel array flow cells sold in the quarter, down 6%, and 30,171 flow cells for the year, virtually flat year over year; fourth-quarter supply was constrained by manufacturing partner delays. OGM System Installations -- Nine systems installed in the quarter and 32 for the year, surpassing original annual guidance of 15 to 20 installations. -- Nine systems installed in the quarter and 32 for the year, surpassing original annual guidance of 15 to 20 installations. Non-GAAP Gross Margin -- 43% for the quarter and 47% for the year, representing an improvement of 1,200 basis points annually despite lower revenue. -- 43% for the quarter and 47% for the year, representing an improvement of 1,200 basis points annually despite lower revenue. Non-GAAP Operating Expense -- $9.7 million for the quarter, down 9%; $36.6 million for the year, down 47%, with $100 million in annualized expense reductions and over 300 fewer employees since Q2 2023. -- $9.7 million for the quarter, down 9%; $36.6 million for the year, down 47%, with $100 million in annualized expense reductions and over 300 fewer employees since Q2 2023. Cash Position -- $29.6 million in cash...