For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value o...
For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value opportunities. When these projected cash flows are discounted back to today, the model arrives at an estimated intrinsic value of about $122.00 per share. Compared with the current share price of around $150.68, the DCF output suggests the stock is about 23.5% overvalued on these assumptions. For Palantir Technologies, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is about $2.1b. Analyst projections and subsequent extrapolations by Simply Wall St point to free cash flow of $4.0b in 2026 and $13.3b in 2030, with further growth assumptions extending out to 2035. All cash flows are modelled in US$. A Discounted Cash Flow, or DCF, model takes estimates of a company’s future cash flows and discounts them back to today to arrive at an implied intrinsic value per share. Palantir Technologies scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Despite the strong long term share price story, Palantir currently has a valuation score of 0 out of 6 . The rest of this article will walk through traditional valuation approaches and then point to a more complete way to think about value at the end. Recent attention on Palantir has been heavily tied to its role in data analytics and software for governments and enterprises. This has continued to keep it in market headlines and helps frame why the share price has been so reactive to new contracts, partnerships, and product updates. The stock has been volatile, with a 0.2% move over the last week, an 11.3% gain over 30 days, a 10.2%...
For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value o...
For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value opportunities. When these projected cash flows are discounted back to today, the model arrives at an estimated intrinsic value of about $122.00 per share. Compared with the current share price of around $150.68, the DCF output suggests the stock is about 23.5% overvalued on these assumptions. For Palantir Technologies, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is about $2.1b. Analyst projections and subsequent extrapolations by Simply Wall St point to free cash flow of $4.0b in 2026 and $13.3b in 2030, with further growth assumptions extending out to 2035. All cash flows are modelled in US$. A Discounted Cash Flow, or DCF, model takes estimates of a company’s future cash flows and discounts them back to today to arrive at an implied intrinsic value per share. Palantir Technologies scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Despite the strong long term share price story, Palantir currently has a valuation score of 0 out of 6 . The rest of this article will walk through traditional valuation approaches and then point to a more complete way to think about value at the end. Recent attention on Palantir has been heavily tied to its role in data analytics and software for governments and enterprises. This has continued to keep it in market headlines and helps frame why the share price has been so reactive to new contracts, partnerships, and product updates. The stock has been volatile, with a 0.2% move over the last week, an 11.3% gain over 30 days, a 10.2%...
For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value o...
For profitable companies, price based multiples such as P/B can help you see how much investors are paying for each dollar of net assets, which is a simple cross check against more complex cash flow models. Our Discounted Cash Flow (DCF) analysis suggests Palantir Technologies may be overvalued by 23.5%. Discover 52 high quality undervalued stocks or create your own screener to find better value opportunities. When these projected cash flows are discounted back to today, the model arrives at an estimated intrinsic value of about $122.00 per share. Compared with the current share price of around $150.68, the DCF output suggests the stock is about 23.5% overvalued on these assumptions. For Palantir Technologies, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is about $2.1b. Analyst projections and subsequent extrapolations by Simply Wall St point to free cash flow of $4.0b in 2026 and $13.3b in 2030, with further growth assumptions extending out to 2035. All cash flows are modelled in US$. A Discounted Cash Flow, or DCF, model takes estimates of a company’s future cash flows and discounts them back to today to arrive at an implied intrinsic value per share. Palantir Technologies scores just 0/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Despite the strong long term share price story, Palantir currently has a valuation score of 0 out of 6 . The rest of this article will walk through traditional valuation approaches and then point to a more complete way to think about value at the end. Recent attention on Palantir has been heavily tied to its role in data analytics and software for governments and enterprises. This has continued to keep it in market headlines and helps frame why the share price has been so reactive to new contracts, partnerships, and product updates. The stock has been volatile, with a 0.2% move over the last week, an 11.3% gain over 30 days, a 10.2%...
衝鋒隊開5槍制服葵涌街頭持刀揮舞男子 警方：開槍是別無選擇 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】葵涌三名警員先後開五槍制服懷疑有精神問題的43歲持刀男子，男子胸部及大腿中槍送院，情況危殆，警方強調開槍是...
衝鋒隊開5槍制服葵涌街頭持刀揮舞男子 警方：開槍是別無選擇 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】葵涌三名警員先後開五槍制服懷疑有精神問題的43歲持刀男子，男子胸部及大腿中槍送院，情況危殆，警方強調開槍是別無選擇。 警方封鎖往荃灣方向，在一段青山公路蒐證，路面遺下鐵枝、血漬。警方星期六凌晨起接獲多名市民舉報，有一名男子持30厘米長的刀及一米長鐡支，在荃灣港鐵站及葵涌昌榮路徘徊，其後在青山公路向私家車揮舞利刀。衝鋒隊到場施放胡椒噴霧，試圖制服他不果後開槍。 新界南總區刑事總部高級警司姚永勤：「這名人士繼續利用身上武器衝向我們同事大叫『斬死你』，同事在這個警告無效後，我們一名衝鋒隊同事向這名男子開兩槍。」衝鋒隊三人最終先後開五槍，男子右胸及右大腿中槍，被送往瑪嘉烈醫院，警方形容是別無選擇下才開槍，是艱難決定。 姚永勤：「現階段不能說哪一槍中、哪一槍不中，到最後兩槍能制服疑兇，我們馬上停止相關的武力。見到這名男士穿裙，亦在喃喃自語、自己說話，前後踱步，一些比較不太正常的行為。」警方初步懷疑他精神有問題，沒有犯罪紀錄，正調查犯案動機。警方又在現場搜索彈頭及相關證物，涉事路段曾一度封閉。
For me, better timing, fewer platitudes, less certainty and more listening and empathy are helpful ways of connecting with people in the loneliest of times Some things are easy to talk about; infertility is not one of them. I speak from experience – of miscarriage and unsuccessful rounds of IVF – and I’ve heard some clangers along the way. I forgive you all. Well, most of you. But I also come at i...
For me, better timing, fewer platitudes, less certainty and more listening and empathy are helpful ways of connecting with people in the loneliest of times Some things are easy to talk about; infertility is not one of them. I speak from experience – of miscarriage and unsuccessful rounds of IVF – and I’ve heard some clangers along the way. I forgive you all. Well, most of you. But I also come at it as the presenter of BBC Radio 4’s Woman’s Hour. Three decades into live talk radio, I listen for a living. I’m adept at noticing micro-expressions, the pauses, the shifts in tone, the feelings that sit between the words on and off air. And I keep wondering: why are we so bad at talking about infertility? This is even something that, until now, I haven’t spoken publicly about. Nuala McGovern presents Woman’s Hour Monday, the Woman’s Hour Guide to Life, and SEND in the Spotlight podcasts on BBC Sounds. On Sunday 22 March’s episode of The Woman’s Hour Guide to Life, Nuala and her guests discuss navigating conversations around infertility. Continue reading...
British pet owners who want to take their furry friends elsewhere in Europe have been warned not to try to dodge expensive health certificates by using a pet passport issued abroad. Before Brexit, taking a cat, dog or ferret to the EU was relatively simple: the Pet Travel Scheme meant an animal needed a microchip, vaccination against rabies, a pet passport and, for dogs, there were also requiremen...
British pet owners who want to take their furry friends elsewhere in Europe have been warned not to try to dodge expensive health certificates by using a pet passport issued abroad. Before Brexit, taking a cat, dog or ferret to the EU was relatively simple: the Pet Travel Scheme meant an animal needed a microchip, vaccination against rabies, a pet passport and, for dogs, there were also requirements concerning tapeworm treatment. But since 2021 the process has become more cumbersome – and expensive – with the pet passport component replaced by the animal health certificate (AHC). This document must be issued within the 10 days before entry to the EU and is valid for four months for onward travel within the EU and re-entry to Great Britain. A slightly simpler process involving a pet travel document is in place for travel from Great Britain to Northern Ireland. Pet passports can still be issued to owners resident in Northern Ireland. However, social media sites including Reddit and Facebook are replete with pet owners reporting that they have bypassed the need for an AHC by obtaining a pet passport from a vet within the EU, with this approach often taken by people in the motorhome and “van life” community. View image in fullscreen Lily, the jack russel’s, pet passport. Photograph: David Nicholl Dr David Nicholl, a consultant neurologist in Hagley, Worcestershire, has an EU pet passport for his jack russell, Lily, noting it was much cheaper than an AHC. “[There is] loads of hassle and [it is] very expensive with the existing system,” he said. Nicholl says he arranged an EU pet passport for Lily in Belgium and has had no difficulties in using it, adding that the document does not show the address of the owner. However, some experts have warned the approach could backfire. Dr Elizabeth Mullineaux, the senior vice-president of the British Veterinary Association, says EU guidance states that the European pet passport – for dogs, cats and ferrets – is only issued to pet own...
Sohrab Faqiri spent Eid, the Muslim festival to mark the end of the fasting month of Ramadan, looking for the grave of his brother, killed in a massive Pakistan airstrike on Kabul this week. Pakistan’s bombardment campaign, on what it says is terrorist and military infrastructure in neighbouring Afghanistan, appeared to have gone catastrophically wrong. A rehabilitation centre for drug addicts was...
Sohrab Faqiri spent Eid, the Muslim festival to mark the end of the fasting month of Ramadan, looking for the grave of his brother, killed in a massive Pakistan airstrike on Kabul this week. Pakistan’s bombardment campaign, on what it says is terrorist and military infrastructure in neighbouring Afghanistan, appeared to have gone catastrophically wrong. A rehabilitation centre for drug addicts was hit on Monday night, according to the United Nations and the Afghan authorities. The UN’s preliminary death toll is 143 people, while the Taliban administration puts the figure at more than 400 dead. View image in fullscreen A victim of the deadly strike receives treatment. Photograph: Samiullah Popal/EPA Faqiri’s brother, Qais, a tailor and father of a 10-year-old boy, was being treated for the last three months at the facility, called Omid or “Hope”. Faqiri rushed there after the airstrike, but could not find him among the survivors. He spent the next two days visiting hospitals in Kabul, but there was no sign of Qais. Then, by chance, he saw a video of a mass burial by the authorities of the airstrike victims and spotted his brother. On Thursday – marked as Eid in Afghanistan – he went to the hillside graveyard on the edge of Kabul, where the burial took place. There, he found rows of stones planted along lines of upturned earth. But there were no names to identify any of the bodies. “Worst of all is that his grave is not known to us,” Faqiri said, speaking at the cemetery, bursting into tears. “This is the saddest moment, for a person on Eid day to search for the body of his brother.” He has not had the heart yet to tell their mother. View image in fullscreen Red Crescent volunteers carry a coffin during a funeral ceremony for those who lost their lives in the airstrike. Photograph: Anadolu/Getty Images The attack took place just as patients returned to their dormitories after gathering for Tarawih, the special prayers said at night during Ramadan, when worshippers ask...
Vítor Pereira and Ryan Yates talk up chances of following Europa League success with a vital victory at Tottenham The night before Nottingham Forest prevailed against Midtjylland , going the distance in central Denmark to tee up a first European quarter-final 30 years to the day since their last, Ryan Yates was doing a spot of homework. The Forest club captain found himself flicking through the Ch...
Vítor Pereira and Ryan Yates talk up chances of following Europa League success with a vital victory at Tottenham The night before Nottingham Forest prevailed against Midtjylland , going the distance in central Denmark to tee up a first European quarter-final 30 years to the day since their last, Ryan Yates was doing a spot of homework. The Forest club captain found himself flicking through the Champions League offering at the team hotel in Silkeborg, half an hour east of Herning, but naturally lingered on Tottenham’s rematch with Atlético Madrid. A trip to Spurs, of course, is next and, like Forest, they find themselves in a perilous predicament near the bottom of the Premier League. Vítor Pereira has done whatever the opposite of dressing up Sunday’s meeting as just another game is, stressing with eight games to go the Premier League must come first, even if they have rekindled fading hopes of European glory. It has been an unexpectedly satisfying week for both sides, Forest overturning a first-leg deficit to advance, and Spurs building on an encouraging display, and result, at Liverpool by registering a welcome first win under Igor Tudor , whose side exited on aggregate. Continue reading...
The historic port is a cosmopolitan gateway to global flavours and traditions. And it’s barely on the tourist trail. Take a tour … Many years ago, I swapped languages with a young woman from Trieste. It was during one of our half-English, half-Italian practice hours that she introduced the idea of Trieste, on a map, as possessing the shape of a stomach. She described her city (which is also a prov...
The historic port is a cosmopolitan gateway to global flavours and traditions. And it’s barely on the tourist trail. Take a tour … Many years ago, I swapped languages with a young woman from Trieste. It was during one of our half-English, half-Italian practice hours that she introduced the idea of Trieste, on a map, as possessing the shape of a stomach. She described her city (which is also a province) as being suspended: pressed by the sea on one side, enveloped by Slovenia and the Karst hills on the other, with a short oesophagus attaching it to the body of Italy. She also suggested I read la Conscienza di Zeno – Zeno’s Conscience – Italo Svevo’s devilishly funny hymn to procrastination, self-delusion and walking around in search of a suitable cafe, and warned me about the ruffian wind. It would be almost two decades before I finally visited Trieste, bringing with me enough anticipation to tempt disappointment (unfounded) and the itinerary of a food writer. I carried the image of a stomach too, fitting in so many ways for this remarkable food city, not least for making its geography vivid, which in turn explains so much about its history. Once a coastal fishing village, colonised by the Romans, raided by the Venetians, entrusted to the Habsburg monarchy in Vienna (for four centuries, which included a prolonged heyday), appended to the newly united Kingdom of Italy, fought over, briefly independent, handed back to Italy in 1954, from which point it developed into what is today one of the most outward looking and dynamic cities in Italy. Trieste, it seems, has digested and assimilated, meaning its complex history is reflected in the architecture, dialect, music, literature, sports, civic nature and multifaceted food culture: surely one of the most intriguing and rewarding in Italy. Continue reading...
You might feel enough has already been said about the Chelsea huddle. You would be wrong, of course. It is impossible to say enough about the Chelsea huddle. A week on, that moment when the Chelsea players formed a scrum on the centre circle around what appeared at first glance to be a depressed hatstand, but turned out to be the immovable figure of referee Paul Tierney, is still the most moreishl...
You might feel enough has already been said about the Chelsea huddle. You would be wrong, of course. It is impossible to say enough about the Chelsea huddle. A week on, that moment when the Chelsea players formed a scrum on the centre circle around what appeared at first glance to be a depressed hatstand, but turned out to be the immovable figure of referee Paul Tierney, is still the most moreishly haunting image of the season. What did it mean? Even the basic geometry is fascinating, with its fractal-like symmetries. Here we have the Chelsea players making a circle inside a circle around a sphere on top of a smaller circle, above which a single bald head protrudes like an orbital moon. The question of why has been part-explained as simple superstition. Chelsea did this before their game in Naples and won. In which case it’s a good thing they ended up losing to Newcastle last Saturday or it would have been necessary not just to carry on doing it but to force Paul Tierney to stand in the middle of the huddle looking noble and nonchalant and vaguely interested before every game until the end of the season. More interesting is the question of why it has proved so upsetting. Location is key here. By gathering on the centre spot, Chelsea are taking possession of the room, the ohmic centre of mother football. They’re also standing in the opposition half. It’s a personal space invasion. It’s flooding the zone. It’s armrest one-upmanship. It’s dominating the conference buffet breakout overflow. View image in fullscreen Chelsea players huddle around Paul Tierney, to a cameraman’s relish. Photograph: Darren Walsh/Chelsea FC/Getty Images So far, so LinkedIn. But there is an echo here of a deeper online culture, the Looksmaxx-zone, a popular masculine status register where young men measure their shoulder width against some uber-incel ideal and hit their faces with hammers so that women will be hard-wired to find them attractive [narrator’s voice: and yet women will not be hard...
It was the final shot in a brutal civil war that left Newcastle reeling for a year. For Paul Robinson, though, Ruud Gullit’s decision to start him over Alan Shearer in the Tyne-Wear derby felt like a natural progression. Tensions between Gullit and Shearer had been brewing since the Dutchman replaced Kenny Dalglish on 27 August 1998. Two days short of the first anniversary, everything came to a he...
It was the final shot in a brutal civil war that left Newcastle reeling for a year. For Paul Robinson, though, Ruud Gullit’s decision to start him over Alan Shearer in the Tyne-Wear derby felt like a natural progression. Tensions between Gullit and Shearer had been brewing since the Dutchman replaced Kenny Dalglish on 27 August 1998. Two days short of the first anniversary, everything came to a head when Newcastle’s talisman was not selected to start against Sunderland for the biggest game in the club’s calendar. Four matches into the Premier League season, Newcastle were winless and in the bottom three. Robinson was a 20-year-old striker, born and raised in Sunderland, who had joined Newcastle from the fourth-tier side Darlington in March 1998. Looking back, as Newcastle prepare to host Sunderland again on Sunday, he wonders whether he was a pawn in a bigger story, but at the time there was no fear. Shearer had been sent off in the season’s opening fixture, against Aston Villa, in which Robinson made his debut, and the derby was the first after his ban. “I started the game before, against Wimbledon, and got man of the match,” Robinson says. “I thought: ‘Well, yeah, why shouldn’t I start?’ In hindsight you don’t think you should be taking the place of the England captain, but I was young and full of myself.” View image in fullscreen Paul Robinson in the infamous Tyne-Wear derby in 1999. Photograph: Mirrorpix/Getty Images Failing to recall Shearer felt like Gullit was gambling everything for the ultimate jackpot. Win the game and with it he would win the power struggle. It was a huge story at the time. “I wasn’t told I was starting,” Robinson says of the buildup. “It was a day or two before and I was in one team in training, Alan and Dunc [Duncan Ferguson] were in the other. It didn’t even click. When the team was announced, there were no nerves. It was a derby and I was playing in it. I was ready.” Supporters were furious about Shearer’s absence and Robinson’s Sunde...
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The Iranian Navy guided an Indian liquefied petroleum gas tanker through the Strait of Hormuz last week, allowing the ship to pass on a pre-approved route following diplomatic engagement by New Delhi, according to a senior officer onboard the vessel. The officer asked for anonymity, as the crew of his vessel — one of two Indian ships that made the crossing — were not permitted to talk to the media...
The Iranian Navy guided an Indian liquefied petroleum gas tanker through the Strait of Hormuz last week, allowing the ship to pass on a pre-approved route following diplomatic engagement by New Delhi, according to a senior officer onboard the vessel. The officer asked for anonymity, as the crew of his vessel — one of two Indian ships that made the crossing — were not permitted to talk to the media. His account appears to confirm analysts’ views that Tehran is trying to impose a traffic control system through the strait, permitting safe passage for friendly vessels while leaving others fearful of attack. During the crossing, the officer’s ship was in contact with the Iranian navy by radio, he said. The Iranians took details of the ship’s flag, name, origin and destination ports, and the nationality of the crew members — all of whom were Indian — and guided them on an agreed course. “It seems that Iran is allowing select vessels to transit Hormuz after verification which takes place during the ships’ transit inside Iranian waters,” said Martin Kelly, head of advisory at EOS Risk Group. “While ships are being allowed to transit, it is mostly only to the benefit of Iran.” Iran’s threats to ships passing through the strait give the government in Tehran leverage over global energy markets , pushing up prices and creating fears of shortages of oil , natural gas , cooking fuel and fertilizer . Around a fifth of the world’s oil normally passes through the channel. Since the beginning of the war in late February, several ships have been struck by missiles or drones in the strait, at least two seafarers have died, and insurance costs have soared . There have been reports that Iran has mined the waterway. Before they entered the strait last week, sailors onboard the LPG tanker prepared their life rafts, the officer said. They had been anchored in the Persian Gulf for around 10 days when they were told on the morning of Friday March 13 that they had been granted permission to ma...
CIBC Private Wealth Group LLC trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 32.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 340,427 shares of the chip maker's stock after selling 163,941 shares during the quarter. CIBC Private Wealth Group LLC's holdings in Intel ...
CIBC Private Wealth Group LLC trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 32.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 340,427 shares of the chip maker's stock after selling 163,941 shares during the quarter. CIBC Private Wealth Group LLC's holdings in Intel were worth $11,421,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds have also modified their holdings of the stock. Tcfg Wealth Management LLC acquired a new position in Intel during the third quarter worth $204,000. Ariadne Wealth Management LP boosted its stake in shares of Intel by 7.0% in the 3rd quarter. Ariadne Wealth Management LP now owns 17,116 shares of the chip maker's stock valued at $615,000 after purchasing an additional 1,125 shares in the last quarter. Old North State Trust LLC grew its holdings in shares of Intel by 48.2% in the 3rd quarter. Old North State Trust LLC now owns 18,453 shares of the chip maker's stock worth $619,000 after purchasing an additional 6,000 shares during the last quarter. Centaurus Financial Inc. grew its holdings in shares of Intel by 5.4% in the 3rd quarter. Centaurus Financial Inc. now owns 70,290 shares of the chip maker's stock worth $2,358,000 after purchasing an additional 3,607 shares during the last quarter. Finally, First Affirmative Financial Network increased its position in shares of Intel by 3.5% during the 3rd quarter. First Affirmative Financial Network now owns 10,019 shares of the chip maker's stock worth $336,000 after purchasing an additional 340 shares in the last quarter. 64.53% of the stock is owned by institutional investors and hedge funds. Get Intel alerts: Sign Up Analysts Set New Price Targets Several equities analysts recently issued reports on INTC shares. Loop Capital lifted their price target on shares of Intel from $40.00 to $50.00 and gave ...
That is exactly what AppLovin is doing. Management has been clear that the next phase is commercializing AXON across e-commerce and other verticals. New prospecting and discovery campaign types are already helping brands target first-time users, and the company is moving toward broader general availability of the AXON platform in 2026. AppLovin’s edge starts with AXON 2.0 , its AI-driven advertisi...
That is exactly what AppLovin is doing. Management has been clear that the next phase is commercializing AXON across e-commerce and other verticals. New prospecting and discovery campaign types are already helping brands target first-time users, and the company is moving toward broader general availability of the AXON platform in 2026. AppLovin’s edge starts with AXON 2.0 , its AI-driven advertising engine. That system has already proven it can drive highly effective outcomes in mobile gaming, where performance marketing is unusually demanding. If a platform can deliver return on ad spend in that environment, it has a chance to expand far beyond it. However, none of those issues change the central operating fact that AppLovin is still executing at a very high level, with strong demand, very high incremental margins, and a platform that continues to improve. What the market seems slow to appreciate is that AppLovin is moving from a strong niche into a much larger platform opportunity. Its original success in gaming was not the end market. It was the proving ground. Yes, the overhangs are real. Regulatory scrutiny by the Securities and Exchange Commission (SEC) of AppLovin’s data collection practices is a concern. Short reports from CapitalWatch alleging money-laundering exposure affect sentiment. Fears that AI-powered rivals could challenge its dominance in mobile gaming ad monetization still exist. Moreover, the software sector’s valuation reset has compressed multiples across the board. The main reason I like the setup here is that the stock’s recent weakness has been driven more by narrative pressure than by evidence of a broken business. AppLovin is no longer just a mobile gaming ad company. It is expanding into e-commerce, lead generation, and eventually other media channels, significantly scaling its addressable market well beyond gaming. Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential AppLovin (APP) is advanci...
Once one of the hottest stocks around, Lululemon Athletica (LULU 1.72%) has largely been a lemon since peaking at more than $500 in December 2023. The company is still growing revenue, albeit at a modest pace, mostly driven by international expansion, while its gross margins have come under pressure from tariffs. Let's take a closer look at the company's most recent results to see whether a turnar...
Once one of the hottest stocks around, Lululemon Athletica (LULU 1.72%) has largely been a lemon since peaking at more than $500 in December 2023. The company is still growing revenue, albeit at a modest pace, mostly driven by international expansion, while its gross margins have come under pressure from tariffs. Let's take a closer look at the company's most recent results to see whether a turnaround could be in the cards. A rudderless ship One of the biggest problems with the Lululemon turnaround at this point is that it is a rudderless ship. The company announced in early December that its CEO was stepping down at the end of January, and it has yet to find a permanent replacement. It looks like the executives in place are doing the right thing, trying to lead innovation with new products like ShowZero, Unrestricted Power, and ThermoZen, while expanding in the international markets where it is seeing strength, particularly in China. Meanwhile, the company plans to lean into more influencer and brand ambassador marketing to try to grow sales. However, without someone at the helm to provide a long-term vision, investors can't be certain the new CEO will follow the same path. Expand NASDAQ : LULU Lululemon Athletica Inc. Today's Change ( -1.72 %) $ -2.85 Current Price $ 162.72 Key Data Points Market Cap $19B Day's Range $ 161.21 - $ 166.58 52wk Range $ 156.64 - $ 348.50 Volume 124K Avg Vol 2.8M Gross Margin 56.54 % As for the fourth quarter, Lululemon's overall revenue edged up 1% year over year to $3.64 billion, coming in ahead of the $3.58 billion consensus, as compiled by LSEG. Adjusted earnings per share (EPS) sank 18% to $5.01 but easily surpassed the $4.78 consensus. Once again, there was a striking convergence between Lululemon's North American and international results. Americas revenue fell by 4%, while comparable-store sales declined by 1%. International revenue, meanwhile, soared 17%, with same-store sales climbing 20%. China revenue surged 28%, while same...
Key Points Lululemon turned in solid fiscal fourth-quarter results and issued conservative guidance. The company is working to turn itself around but currently lacks a permanent CEO. 10 stocks we like better than Lululemon Athletica Inc. › Once one of the hottest stocks around, Lululemon Athletica (NASDAQ: LULU) has largely been a lemon since peaking at more than $500 in December 2023. The company...
Key Points Lululemon turned in solid fiscal fourth-quarter results and issued conservative guidance. The company is working to turn itself around but currently lacks a permanent CEO. 10 stocks we like better than Lululemon Athletica Inc. › Once one of the hottest stocks around, Lululemon Athletica (NASDAQ: LULU) has largely been a lemon since peaking at more than $500 in December 2023. The company is still growing revenue, albeit at a modest pace, mostly driven by international expansion, while its gross margins have come under pressure from tariffs. Let's take a closer look at the company's most recent results to see whether a turnaround could be in the cards. 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 » A rudderless ship One of the biggest problems with the Lululemon turnaround at this point is that it is a rudderless ship. The company announced in early December that its CEO was stepping down at the end of January, and it has yet to find a permanent replacement. It looks like the executives in place are doing the right thing, trying to lead innovation with new products like ShowZero, Unrestricted Power, and ThermoZen, while expanding in the international markets where it is seeing strength, particularly in China. Meanwhile, the company plans to lean into more influencer and brand ambassador marketing to try to grow sales. However, without someone at the helm to provide a long-term vision, investors can't be certain the new CEO will follow the same path. As for the fourth quarter, Lululemon's overall revenue edged up 1% year over year to $3.64 billion, coming in ahead of the $3.58 billion consensus, as compiled by LSEG. Adjusted earnings per share (EPS) sank 18% to $5.01 but easily surpassed the $4.78 consensus. Once again, there was a striking convergence between Lululemon's North American a...