Stellantis ( STLA ) is relying on a competitor’s technology for its newest hybrid SUV amid a concerted move away from all-electric vehicles and in an effort to bring hybrids to market faster. According to CNBC, the company is using a two-motor electric continuously variable hybrid transmission developed by Toyota’s ( TM ) Blue Nexus division for its Jeep Cherokee hybrid, which will be integrated i...
Stellantis ( STLA ) is relying on a competitor’s technology for its newest hybrid SUV amid a concerted move away from all-electric vehicles and in an effort to bring hybrids to market faster. According to CNBC, the company is using a two-motor electric continuously variable hybrid transmission developed by Toyota’s ( TM ) Blue Nexus division for its Jeep Cherokee hybrid, which will be integrated into Stellantis’ ( STLA ) hybrid platform. Stellantis ( STLA ) is also reportedly using technology from auto supplier Bosch for its Grand Wagoneer extended-range electric vehicle (EREV). EREVs operate much like all-electric vehicles but with an engine that operates like a generator that can run the vehicle when the battery is depleted. The two new vehicles hope to capitalize on not only the growing demand for hybrids but also to significantly improve fuel efficiency. The Cherokee hybrid can reportedly achieve an average of 37 miles per gallon. Despite using technology from Toyota ( TM ), the Cherokee is positioned to compete against the Toyota RAV4 Hybrid and Honda CR-V Hybrid, the two leading hybrid SUVs in the U.S. market. Stellantis ( STLA ) shares are fractionally higher into Tuesday's open, potentially ending a six-day losing streak for the stock at the open. More on Stellantis Stellantis N.V. (STLA) Q4 2025 Earnings Call Transcript Stellantis N.V. 2025 Q4 - Results - Earnings Call Presentation Stellantis Earnings Preview: Deep Value Or Deep Trouble? Stellantis shares rise despite EV write-off as turnaround hopes build Stellantis Non-GAAP EPS of -€0.42, revenue of €153.51M; affirms FY26 outlook
fotokostic/iStock via Getty Images Bunge Global ( BG ) shares popped +2.4% premarket after the company updated its EPS mid-cycle baseline to around $13 and set a new $3B stock buyback plan ahead of its Investor Day event. The company also said it will provide a growth framework with an expected increase to its EPS baseline to at least $15 by the end of 2030. Bunge ( BG ) also announced a target to...
fotokostic/iStock via Getty Images Bunge Global ( BG ) shares popped +2.4% premarket after the company updated its EPS mid-cycle baseline to around $13 and set a new $3B stock buyback plan ahead of its Investor Day event. The company also said it will provide a growth framework with an expected increase to its EPS baseline to at least $15 by the end of 2030. Bunge ( BG ) also announced a target to return a minimum of 50% of its discretionary cash flow to shareholders through dividends and share repurchases across the cycle. More on Bunge Bunge Global SA (BG) Q4 2025 Earnings Call Transcript Bunge Global SA 2025 Q4 - Results - Earnings Call Presentation Bunge Global: Soybean Oversupply Pressures Profits, Viterra Effect Priced In Bunge forecasts $7.50-$8 adjusted EPS for 2026 as Viterra integration accelerates synergy gains Bunge Non-GAAP EPS of $1.99 beats by $0.17, revenue of $23.76B beats by $1.45B
Chip giant Nvidia (NVDA +2.71%) dominates the market and has a big lead on its competitors. While you may hear stories about tech companies diversifying and going to other suppliers and even working on making their own chips, Nvidia's business still looks robust. It is, after all, hard to argue with its stellar growth rate. Plus, one of the reasons it continues to make for a good investment is tha...
Chip giant Nvidia (NVDA +2.71%) dominates the market and has a big lead on its competitors. While you may hear stories about tech companies diversifying and going to other suppliers and even working on making their own chips, Nvidia's business still looks robust. It is, after all, hard to argue with its stellar growth rate. Plus, one of the reasons it continues to make for a good investment is that the business is always working on making even better, more efficient chips that can help its customers. There's one particularly intriguing opportunity that can be its next big growth catalyst, and that's making chips that can help chatbots become much more efficient. New platform will help with processing queries In recent years, companies have invested heavily in artificial intelligence (AI) chips to build advanced models and chatbots. Now, the time has come to prove that those investments have been worth it and can start producing solid results. And it's those concerns that have weighed on AI stocks this year; the Roundhill Magnificent Seven ETF has declined by around 8%. Nvidia, however, plans to help with that as it has been working on a new chip and platform that is designed specifically to help with "inference," which is where AI models put their training to use and answer queries and make predictions. Paying for Nvidia's existing GPUs can be expensive and unsustainable for companies, and that has prompted many to consider alternatives. But according to a report from the Wall Street Journal, Nvidia may unveil a chip that's focused on inference that can be more efficient and cost-effective for its consumers, as early as this month. Expand NASDAQ : NVDA Nvidia Today's Change ( 2.71 %) $ 4.82 Current Price $ 182.64 Key Data Points Market Cap $4.4T Day's Range $ 175.57 - $ 182.91 52wk Range $ 86.62 - $ 212.19 Volume 41K Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Is Nvidia a no-brainer growth stock to buy? Entering trading this week, shares of Nvidia have d...
Coca-Cola (KO +1.05%) and American Express (AXP +1.53%) are the two longest-held positions in the Berkshire Hathaway (BRKA 0.35%)(BRKB 0.36%) equity portfolio. It has owned each of these stocks for nearly 40 years, and Warren Buffett said he'd never sell them while he was CEO. Although Buffett handed over the reins to Greg Abel this year, Abel reassured investors that he's not planning to veer fro...
Coca-Cola (KO +1.05%) and American Express (AXP +1.53%) are the two longest-held positions in the Berkshire Hathaway (BRKA 0.35%)(BRKB 0.36%) equity portfolio. It has owned each of these stocks for nearly 40 years, and Warren Buffett said he'd never sell them while he was CEO. Although Buffett handed over the reins to Greg Abel this year, Abel reassured investors that he's not planning to veer from Buffett's path as he takes over. In Abel's first shareholder letter as CEO, he gave several important updates, including the dividend income from some of the company's favorite stocks. The numbers might blow your mind, and it will certainly help you understand why dividend stocks can be so valuable to a diversified portfolio. Dividend yield and growth Berkshire Hathaway first bought American Express stock back in 1964 and Coca-Cola in 1988. Since then, the company has built up its positions, especially between 1994 and 1995 when it spent about $1.3 billion on each one. Today, Berkshire's overall positions are worth $28 billion and $56 billion, respectively. Those are strong results over 30-plus years. Both stocks have performed well, however, it's the annual dividends that make these investments incredibly lucrative. In 2025 alone, Berkshire Hathaway made $816 million in dividends from Coca-Cola stock and $479 million from American Express stock. That's in one year alone, and it keeps growing annually as the dividend is raised. Expand NYSE : KO Coca-Cola Today's Change ( 1.05 %) $ 0.81 Current Price $ 77.85 Key Data Points Market Cap $335B Day's Range $ 76.37 - $ 78.06 52wk Range $ 65.35 - $ 82.00 Volume 1.1K Avg Vol 18M Gross Margin 61.75 % Dividend Yield 2.62 % Consider that total when factoring in the cost basis of the stock: While Coca-Cola's dividend yields 2.6% at today's price, Berkshire Hathaway's yield is based on the cost at the time of purchase. The current annual dividend is $2.12 per share, and Berkshire Hathaway's cost basis per share (on its 400 million-plu...
Key Points Nvidia is reportedly working on a chip that will help make processing queries more efficient. While there are alternative chips in the market, Nvidia's growth rate remains impressive. Its valuation looks modest in relation to its growth potential. 10 stocks we like better than Nvidia › Chip giant Nvidia (NASDAQ: NVDA) dominates the market and has a big lead on its competitors. While you...
Key Points Nvidia is reportedly working on a chip that will help make processing queries more efficient. While there are alternative chips in the market, Nvidia's growth rate remains impressive. Its valuation looks modest in relation to its growth potential. 10 stocks we like better than Nvidia › Chip giant Nvidia (NASDAQ: NVDA) dominates the market and has a big lead on its competitors. While you may hear stories about tech companies diversifying and going to other suppliers and even working on making their own chips, Nvidia's business still looks robust. It is, after all, hard to argue with its stellar growth rate. Plus, one of the reasons it continues to make for a good investment is that the business is always working on making even better, more efficient chips that can help its customers. There's one particularly intriguing opportunity that can be its next big growth catalyst, and that's making chips that can help chatbots become much more efficient. 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 » New platform will help with processing queries In recent years, companies have invested heavily in artificial intelligence (AI) chips to build advanced models and chatbots. Now, the time has come to prove that those investments have been worth it and can start producing solid results. And it's those concerns that have weighed on AI stocks this year; the Roundhill Magnificent Seven ETF has declined by around 8%. Nvidia, however, plans to help with that as it has been working on a new chip and platform that is designed specifically to help with "inference," which is where AI models put their training to use and answer queries and make predictions. Paying for Nvidia's existing GPUs can be expensive and unsustainable for companies, and that has prompted many to consider alternatives. But according to a ...
This article first appeared on GuruFocus. Shares of Taiwan Semiconductor Manufacturing Company rose about 1% on early Tuesday after the chipmaker reported strong early-year revenue growth tied to sustained demand for artificial intelligence infrastructure. The world's largest contract chip manufacturer said combined revenue for January and February 2026 reached about NT$718.91 billion, roughly 30%...
This article first appeared on GuruFocus. Shares of Taiwan Semiconductor Manufacturing Company rose about 1% on early Tuesday after the chipmaker reported strong early-year revenue growth tied to sustained demand for artificial intelligence infrastructure. The world's largest contract chip manufacturer said combined revenue for January and February 2026 reached about NT$718.91 billion, roughly 30% higher than the same period a year earlier. February revenue totaled about NT$317.66 billion, down about 21% from January but still about 22% higher year over year. Taiwan Semiconductor manufactures advanced chips for several global technology companies, including Apple (NASDAQ:AAPL), Nvidia (NASDAQ:NVDA), and Advanced Micro Devices (NASDAQ:AMD). Continued investment in artificial intelligence computing systems has supported demand for the company's leading-edge semiconductor production. Separately, the company said it does not currently expect a meaningful operational impact from tensions involving the United States, Israel, and Iran, though it continues to monitor the situation. During February, Taiwan Semiconductor also approved a quarterly dividend of NT$6.0 per share and authorized about $45 billion in capital spending for fabrication construction, capacity expansion, and advanced packaging technology. The company additionally allocated about NT$1.2 billion to support operations at its Arizona subsidiary.
Shares of Taiwan Semiconductor Manufacturing Company rose about 1% on early Tuesday after the chipmaker reported strong early-year revenue growth tied to sustained demand for artificial intelligence infrastructure. The world's largest contract chip manufacturer said combined revenue for January and February 2026 reached about NT$718.91 billion, roughly 30% higher than the same period a year earlie...
Shares of Taiwan Semiconductor Manufacturing Company rose about 1% on early Tuesday after the chipmaker reported strong early-year revenue growth tied to sustained demand for artificial intelligence infrastructure. The world's largest contract chip manufacturer said combined revenue for January and February 2026 reached about NT$718.91 billion, roughly 30% higher than the same period a year earlier. February revenue totaled about NT$317.66 billion, down about 21% from January but still about 22% higher year over year. Taiwan Semiconductor manufactures advanced chips for several global technology companies, including Apple AAPL, Nvidia NVDA, and Advanced Micro Devices AMD. Continued investment in artificial intelligence computing systems has supported demand for the company's leading-edge semiconductor production. Separately, the company said it does not currently expect a meaningful operational impact from tensions involving the United States, Israel, and Iran, though it continues to monitor the situation. During February, Taiwan Semiconductor also approved a quarterly dividend of NT$6.0 per share and authorized about $45 billion in capital spending for fabrication construction, capacity expansion, and advanced packaging technology. The company additionally allocated about NT$1.2 billion to support operations at its Arizona subsidiary.
Grandbrothers/iStock Editorial via Getty Images Eledon Pharmaceuticals ( ELDN ) added ~7% in the premarket on Tuesday after the U.S. Food and Drug Administration (FDA) issued its Orphan Drug designation for the company's lead candidate, tegoprubart. The designation, which comes with a range of regulatory benefits, has been issued for tegoprubart’s use in the prevention of allograft rejection in li...
Grandbrothers/iStock Editorial via Getty Images Eledon Pharmaceuticals ( ELDN ) added ~7% in the premarket on Tuesday after the U.S. Food and Drug Administration (FDA) issued its Orphan Drug designation for the company's lead candidate, tegoprubart. The designation, which comes with a range of regulatory benefits, has been issued for tegoprubart’s use in the prevention of allograft rejection in liver transplantation, the California-based biotech said in a statement on Tuesday. “Based on the encouraging preclinical evidence we have generated to date, we believe liver transplantation represents a significant incremental opportunity for tegoprubart,” CEO David-Alexandre Gros added. The company anticipates initiating an investigator-sponsored trial for the antibody therapy later this year. With its orphan drug designation, the FDA aims to offer financial incentives to drug developers targeting rare diseases and conditions with unmet medical needs. In addition to tax credits for clinical trial costs and a waiver of the user fee for marketing applications, the developers can claim up to seven years of U.S. marketing exclusivity for drugs with the orphan designation. More on Eledon Pharmaceuticals Seeking Alpha’s Quant Rating on Eledon Pharmaceuticals Historical earnings data for Eledon Pharmaceuticals Financial information for Eledon Pharmaceuticals
Barrick Mining Corporation B is leveraging its robust cash generation and solid balance sheet to consistently return value to its shareholders, reinforcing its standing as a capital return-focused gold producer. Barrick generated strong operating cash flows in 2025, with a significant portion funneled back to investors. At the end of fourth-quarter 2025, Barrick’s cash and cash equivalents were ar...
Barrick Mining Corporation B is leveraging its robust cash generation and solid balance sheet to consistently return value to its shareholders, reinforcing its standing as a capital return-focused gold producer. Barrick generated strong operating cash flows in 2025, with a significant portion funneled back to investors. At the end of fourth-quarter 2025, Barrick’s cash and cash equivalents were around $6.7 billion. It generated strong operating cash flows of roughly $2.7 billion in the fourth quarter, up 13% year over year, while free cash flow rose 9% to around $1.6 billion. For full-year 2025, operating cash flow surged 71% to around $7.7 billion, and free cash flow shot up 194% to $3.9 billion. Barrick returned $2.4 billion to its shareholders in 2025 through dividends and buybacks. It repurchased shares worth $1.5 billion during 2025, including $500 million in the fourth quarter. The company increased its dividend to 42 cents per share for the fourth quarter of 2025, marking a 140% increase over the third quarter. It also announced a new dividend policy that targets a total payout of 50% of attributable free cash flow on an annualized basis. It offers a dividend yield of 3.7% at the current stock price with a payout ratio of 29%. A ratio below 60% is a good indicator that the dividend will be sustainable. Backed by strong liquidity and reliable cash flows, the company is well placed to pursue compelling exploration and development opportunities while sustaining shareholder returns and supporting organic growth. Among its major peers, Newmont Corporation NEM distributed $3.4 billion to its shareholders through dividends and share repurchases in 2025. Newmont announced an increased dividend of 26 cents per share for the fourth quarter of 2025. NEM executed $3.6 billion from $6 billion of buyback authorization as of Feb. 19, 2026. Agnico Eagle Mines Limited AEM is capitalizing on its strong free cash flow to boost shareholder value through dividends and share buyba...
Agnico Eagle Mines Limited AEM is currently trading at a forward price/earnings of 16.88X, a roughly 30.8% premium to the Zacks Mining – Gold industry average of 12.91X. AEM is also trading at a premium to its gold mining peers, Barrick Mining Corporation B, Newmont Corporation NEM and Kinross Gold Corporation KGC. Agnico Eagle has a Value Score of D. Barrick Mining and Kinross Gold have a Value S...
Agnico Eagle Mines Limited AEM is currently trading at a forward price/earnings of 16.88X, a roughly 30.8% premium to the Zacks Mining – Gold industry average of 12.91X. AEM is also trading at a premium to its gold mining peers, Barrick Mining Corporation B, Newmont Corporation NEM and Kinross Gold Corporation KGC. Agnico Eagle has a Value Score of D. Barrick Mining and Kinross Gold have a Value Score of B, each, while Newmont has a Value Score of C. AEM’s P/E F12M Vs. Industry, B, NEM & KGC Image Source: Zacks Investment Research AEM's shares have performed impressively on the bourses over the past year, thanks to a surge in gold prices to record highs and its forecast-topping earnings performance on higher realized prices and strong production. Its shares have popped 123.5% over a year, underperforming the industry’s 132.9% rise while topping the S&P 500’s increase of 24%. Barrick Mining, Newmont and Kinross Gold have rallied 148.3%, 169.4% and 191.1%, respectively, over the same period. AEM’s One-year Price Performance Image Source: Zacks Investment Research Agnico Eagle has been trading above the 200-day simple moving average (SMA) since March 4, 2024, suggesting a long-term uptrend. The stock is also currently trading above the 50-day SMA. The 50-day SMA continues to read higher than the 200-day SMA, indicating a bullish trend. Agnico Eagle’s Shares Trade Above 50-Day SMA Image Source: Zacks Investment Research Let’s take a look at AEM’s fundamentals to better analyze how to play the stock. AEM Stock Poised for Growth on Advancement of Key Projects Agnico Eagle is focused on executing projects that are expected to provide additional growth in production and cash flows. It is advancing its key value drivers and pipeline projects, including the Odyssey project in the Canadian Malartic Complex, Detour Lake, Hope Bay, Upper Beaver and San Nicolas. The Hope Bay Project, with proven and probable mineral reserves of 3.4 million ounces, is expected to play a significan...
Alexander Butterfield, the White House aide who inadvertently hastened Richard Nixon’s resignation over the Watergate scandal when he revealed that the president had bugged the Oval Office and Cabinet Room and routinely recorded his conversations, has died. He was 99. His death was confirmed to the Associated Press by his wife, Kim, and John Dean, who served as White House counsel to Nixon during ...
Alexander Butterfield, the White House aide who inadvertently hastened Richard Nixon’s resignation over the Watergate scandal when he revealed that the president had bugged the Oval Office and Cabinet Room and routinely recorded his conversations, has died. He was 99. His death was confirmed to the Associated Press by his wife, Kim, and John Dean, who served as White House counsel to Nixon during the Watergate scandal and helped expose the wrongdoing. “He had the heavy responsibility of revealing something he was sworn to secrecy on, which is the installation of the Nixon taping system,” Dean said. “He stood up and told the truth.” As a deputy assistant to the president, Butterfield oversaw the taping system connected to voice-activated listening devices that had been secretly placed in four locations, including Nixon’s office in the Executive Office Building and the presidential retreat at Camp David. Butterfield later said that, besides himself and the president, he believed that only White House chief of staff HR Haldeman, a Haldeman assistant and a handful of Secret Service agents knew about the taping system. “Everything was taped … as long as the president was in attendance,” Butterfield told Watergate investigators when testifying under oath during a preliminary interview. The tapes would expose Nixon’s role in the cover-up that followed the burglary in 1972 at the Democratic party headquarters at the Watergate building. To avoid impeachment by the House, Nixon resigned on 9 August 1974, less than a month after the supreme court had ordered him to surrender the relevant tapes to the Watergate special prosecutor. Butterfield believed he’d had a hand in the president’s fate. “I didn’t like to be the cause of that, but I felt that I was, in a lot of ways,” he said in a 2008 oral history for the Nixon Presidential Library and Museum. Butterfield, a college friend of Haldeman’s at UCLA who had contacted his friend to ask about opportunities in the new Nixon admini...
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) increased iPhone production in India by about 53% in 2025, assembling roughly 55 million devices compared with 36 million a year earlier, according to people familiar with the matter. The expansion means about a quarter of Apple's global iPhone output is now produced in India. Apple manufactures around 220 million to 230 million iPhones...
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) increased iPhone production in India by about 53% in 2025, assembling roughly 55 million devices compared with 36 million a year earlier, according to people familiar with the matter. The expansion means about a quarter of Apple's global iPhone output is now produced in India. Apple manufactures around 220 million to 230 million iPhones worldwide each year, suggesting the country is becoming a more meaningful part of the company's long-term production strategy. The shift appears tied in part to tariff pressures affecting shipments from China, where Apple still manufactures the majority of its iPhones. Duties linked to the US-China trade dispute created headwinds for China-made exports, encouraging Apple and its suppliers to move a larger share of devices intended for the US market to alternative locations. India has emerged as a key destination for that expansion, supported by production-linked incentives introduced by Prime Minister Narendra Modi's government to strengthen the country's role in global manufacturing. Apple currently assembles the entire iPhone 17 lineup in India, including the Pro and Pro Max models, while suppliers such as Foxconn Technology Group, Tata Electronics and Pegatron Corp. also produce earlier devices including the iPhone 15 and iPhone 16 for both domestic sales and export. Despite the growth, electronics manufacturing in India still costs more than in China and Vietnam, leading companies to seek additional government support as existing smartphone subsidies approach their March 31 expiration. Apple is also expanding its presence in the country's consumer market, where sales have surpassed $9 billion and where the company plans to introduce Apple Pay later this year while operating six retail stores.
As President Javier Milei meets investors in New York in a bid to attract interest in Argentina’s comeback story, the momentum behind the country’s bonds has largely stalled. For all the wins — his administration has a hold on inflation , is rebuilding central bank reserves and loosening currency controls ; it just approved a long-awaited labor reform — Argentina’s bond spreads to benchmark US Tre...
As President Javier Milei meets investors in New York in a bid to attract interest in Argentina’s comeback story, the momentum behind the country’s bonds has largely stalled. For all the wins — his administration has a hold on inflation , is rebuilding central bank reserves and loosening currency controls ; it just approved a long-awaited labor reform — Argentina’s bond spreads to benchmark US Treasury yields are still about twice where Milei wants it to be. They fell to a multi-year low in January but have since rebounded, with the rally fading even before the conflict with Iran erupted and roiled global markets. Milei’s rise to power and his decisive win in midterms late last year triggered a massive repricings in country risk. But more recent achievements have yielded smaller moves. One problem for Argentina , some investors say, is that sovereign bonds are still rated deep into junk territory — essentially sidelining a large pool of would-be buyers, such as pension funds, insurers and emerging market funds that have strict limits on lowly-rated debt. “Argentina’s spread story is no longer about a lack of good news, but about demand saturation,” said Mauro Favini , senior portfolio manager at Vanguard. “The country is already one of the most crowded high-conviction trades in emerging markets — but at this point, spreads are less about headlines and more about who is allowed to buy the bonds.” Read More: Argentina, Ecuador Ride Wave of Yield Hunt as Distress Ebbs The country’s sovereign debt has been upgraded multiple times since Milei took office in 2022, but it’s still seven notches below investment grade at all three major credit firms. S&P Global Ratings and Moody’s Ratings both have a stable outlook on the debt (Fitch doesn’t assign one at CCC+ or lower.) S&P, which last lifted Argentina’s score in December, said then that the outlook balanced risks posed by “persistent economic vulnerabilities with improved fiscal outcomes and strengthening investor confiden...
Meta Platforms, Inc. (NASDAQ:META) is one of the top stocks that will make you rich in 10 years. Reuters reported on March 5 that according to Meta Platforms, Inc. (NASDAQ:META), AI rivals will be allowed on WhatsApp for a year, with the decision aimed at heading off a possible temporary order from EU antitrust regulators following complaints from competitors shut out of the messaging service. Si...
Meta Platforms, Inc. (NASDAQ:META) is one of the top stocks that will make you rich in 10 years. Reuters reported on March 5 that according to Meta Platforms, Inc. (NASDAQ:META), AI rivals will be allowed on WhatsApp for a year, with the decision aimed at heading off a possible temporary order from EU antitrust regulators following complaints from competitors shut out of the messaging service. Similar to Italy’s watchdog in December, the European Commission, the EU's competition enforcer, threatened interim measures last month to prevent potential irreparable and serious harm to rivals after Meta Platforms, Inc. (NASDAQ:META) barred them from WhatsApp on January 15, only allowing its Meta AI assistant to function on the service. The company has now told the Commission that it will allow rival AI chatbots access to WhatsApp for a fee. Reuters reported that a Meta spokesperson stated that for the next 12 months, the company will support general-purpose AI chatbots using the “WhatsApp Business API in Europe in response to the European Commission's regulatory process". The spokesperson added that this "removes the need for any immediate intervention as it gives the European Commission the time it needs to conclude its investigation." Meta Platforms, Inc. (NASDAQ:META) builds technological products that allow people to share, connect, grow businesses, and find communities. These products help people connect through personal computers, mobile devices, virtual reality (VR), mixed reality (MR) headsets, and wearables. While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Yo...
ablokhin/iStock Editorial via Getty Images Natural Grocers by Vitamin Cottage ( NGVC ) is a differentiated play on the grocery industry with a focus on supplements and organic products. I first wrote a long thesis on NGVC back in 2019 . Since then, the company more than doubled its operating margins, and top-line growth accelerated. Its return on invested capital increased ~2x. The stock outperfor...
ablokhin/iStock Editorial via Getty Images Natural Grocers by Vitamin Cottage ( NGVC ) is a differentiated play on the grocery industry with a focus on supplements and organic products. I first wrote a long thesis on NGVC back in 2019 . Since then, the company more than doubled its operating margins, and top-line growth accelerated. Its return on invested capital increased ~2x. The stock outperformed the S&P 500 by a wide margin too. But today I am revisiting NGVC and rate it as Hold. This small grocer is facing many business headwinds. They will slow it down and create a lot of short-term stock price volatility in 2026. I view the long-term thesis on NGVC as still strong. But I am waiting for confirmation from fundamentals or for a more favorable entry point. NGVC Investment Upshot NGVC is a small, regional grocer aspiring to expand nationwide. Its key feature: organic produce and a focus on supplements. Since 2015, NGVC has grown its store base from 103 to 168. That's a 5% annual growth rate that produced a presence in 21 states. NGVC Store Count and Sales Breakdown (Company's Presentation) Unlike a typical US grocer, NGVC leans on selling organic and natural products. Their fresh produce is 100% organic. They explicitly prohibit conventional or GMO produce in stores. On top of it, NGVC has a large supplements business. 18%-19% of their sales come from vitamins, minerals, probiotics, and more. There are two immediate consequences from this differentiation. First, organic food tends to have higher gross margins. And it attracts health-conscious buyers. These buyers are typically less price sensitive compared to more frugal consumers. This has been evident in the last quarterly earnings discussion. NGVC noted that their loyalty program customers continued spending despite the tough economic environment. Second, supplements come with higher margins. It is common for organic food to command a 20-25% gross margin. But supplements gross margins could be anywhere from 30...
United Natural Foods (UNFI) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +21.00%. A quarter ago, it was expected that this organic and specialty foods distributor would ...
United Natural Foods (UNFI) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +21.00%. A quarter ago, it was expected that this organic and specialty foods distributor would post earnings of $0.39 per share when it actually produced earnings of $0.56, delivering a surprise of +43.59%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. United Natural, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $7.95 billion for the quarter ended January 2026, missing the Zacks Consensus Estimate by 2.51%. This compares to year-ago revenues of $8.16 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. United Natural shares have added about 15.4% since the beginning of the year versus the S&P 500's decline of 0.7%. What's Next for United Natural? While United Natural has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessin...