SimonSkafar/E+ via Getty Images Investment thesis Powell Industries, Inc. ( POWL ) is one of many companies competing in the hot electrical industry. With tailwinds such as the addition of data centers, maintenance and upgrades of electrical infrastructure, and more, it is a highly attractive market. To better understand Powell’s place in this industry, I compare it with Eaton Corporation plc ( ET...
SimonSkafar/E+ via Getty Images Investment thesis Powell Industries, Inc. ( POWL ) is one of many companies competing in the hot electrical industry. With tailwinds such as the addition of data centers, maintenance and upgrades of electrical infrastructure, and more, it is a highly attractive market. To better understand Powell’s place in this industry, I compare it with Eaton Corporation plc ( ETN ) and with Schneider Electric S.E. ( SBGSY )( SBGSF ), a French company with its main stock listing in France. My analysis finds Powell offers the most robust growth, with performance characteristics resembling those of hot young tech companies, while Eaton and Schneider resemble blue chip firms. About the three companies The company describes itself this way in its 10-K for 2025 , “We develop, design, manufacture and service custom-engineered equipment and systems that distribute, control and monitor the flow of electrical energy and provide protection to motors, transformers and other electrically powered equipment.” It serves multiple markets but the Houston, TX based firm reports its main interests are the oil and gas and petrochemical markets, the electric utility market, and commercial and other industrial markets. The oil and gas industry may be responsible for at least some of Powell’s overperformance, which we will see below. According to FinanceCharts , the total returns for the Energy Select Sector SPDR Fund ( XLE ), which I will use as a proxy for the oil and gas industry, are much stronger than those for the S&P 500 ( SPY ): One year: 56.76% for POWL vs 12.79% for SPY Five years: 187.93% for POWL vs 71.07% for SPY Five-year CAGR: 22.55% for POWL vs 11.48% for SPY. One of the highlights for Powell has been the growth in LNG data centers. Eaton’s 10-K for 2025 states, “We make products for the data center, utility, industrial, commercial, machine building, residential, aerospace and mobility markets. We are capitalizing on the megatrends of the electrification,...
The average of price targets set by Wall Street analysts indicates a potential upside of 33.4% in Broadcom Inc. (AVGO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
The average of price targets set by Wall Street analysts indicates a potential upside of 33.4% in Broadcom Inc. (AVGO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
At one time, the US electricity grid ran mostly on coal. But coal-fired power plants have steadily been decommissioned. Power producers found the plants were too expensive to operate and carried risks tied to toxic air pollution, waste, and climate-warming emissions. Then President Donald Trump returned to the White House last year with a fresh zeal to revive the coal industry. His Department of E...
At one time, the US electricity grid ran mostly on coal. But coal-fired power plants have steadily been decommissioned. Power producers found the plants were too expensive to operate and carried risks tied to toxic air pollution, waste, and climate-warming emissions. Then President Donald Trump returned to the White House last year with a fresh zeal to revive the coal industry. His Department of Energy invoked emergency powers to force utilities to keep old plants operating. Read full article Comments
国产模型接过了视频大模型技术接力的下一棒。 OpenAI宣布关停视频模型产品Sora后，国产视频模型正在强势突围。 近日，一款名为HappyHorse-1.0的匿名模型（未标注厂商）开始在视频榜单登顶多项测评。据权威AI评测平台Artificial Analysis AI Video Arena排行榜，HappyHorse-1.0以更高的Elo分数压过字节跳动旗下Seedance 2.0、快手旗下...
ZenaTech ( ZENA ) completed its 21st acquisition, adding Andy Paris & Associates to expand its U.S. DaaS footprint. Deal strengthened customer base & regional presence in Portland, boosting drone-led inspection and survey services. The company scaled to 24 global DaaS locations, signaling continued network and service expansion. More on ZenaTech Seeking Alpha’s Quant Rating on ZenaTech Historical ...
ZenaTech ( ZENA ) completed its 21st acquisition, adding Andy Paris & Associates to expand its U.S. DaaS footprint. Deal strengthened customer base & regional presence in Portland, boosting drone-led inspection and survey services. The company scaled to 24 global DaaS locations, signaling continued network and service expansion. More on ZenaTech Seeking Alpha’s Quant Rating on ZenaTech Historical earnings data for ZenaTech Financial information for ZenaTech
Prostock-Studio/iStock via Getty Images So, here it is, the eighth in a series of comparison analyses of two Big Pharma stocks, following " Moderna Vs BioNTech : Who's Winning The Post-COVID Race " and " Teva Vs. Viatris : Who Will Dominate In President Trump's America? " In this article, I'll determine which of Amgen Inc. ( AMGN ) and Eli Lilly and Company ( LLY ) has a stronger position in the o...
Prostock-Studio/iStock via Getty Images So, here it is, the eighth in a series of comparison analyses of two Big Pharma stocks, following " Moderna Vs BioNTech : Who's Winning The Post-COVID Race " and " Teva Vs. Viatris : Who Will Dominate In President Trump's America? " In this article, I'll determine which of Amgen Inc. ( AMGN ) and Eli Lilly and Company ( LLY ) has a stronger position in the obesity and IMIDs [immune-mediated inflammatory diseases] treatment markets. And, as I've previously indicated, my approach to determining the "winner" hasn't changed and will be assessed according to my "ALLKA 4D Rating" model. Current Valuation of Eli Lilly vs. Amgen As in my last article, below you will see a table with the values of all parameters by which I will compare the two "players." Further, I will present an in-depth assessment of those that, in my view, matter most in determining which of Amgen or Eli Lilly has the greater investment attractiveness under the "Current Valuation" category. Source: table was made by Author based on Seeking Alpha data I will start by comparing the total revenue growth rates of LLY and AMGN, and how often these two leaders in the previously mentioned markets exceed consensus estimates, and only then will I move on to comparing their price-to-sales ratios over the past 12 months. Eli Lilly's revenue reached $19.29 billion in Q4, up 9.6% quarter-on-quarter and 42.6% YoY as I noted in my article called "Why Eli Lilly Remains My Top Obesity Bet." And its P/S ratio [TTM] is 12.76x, which is 263.1% higher than the sector median. If I look at how many of the last 12 quarters Eli has beaten Wall Street's revenue estimates, the number is 10. Can Amgen surprise us? Its revenue was lower than Eli Lilly's. And totaled $9.87 billion , an 8.6% increase compared to Q4 2024 and 3.2% compared to Q3 2025. Source: graph was made by Author based on Seeking Alpha data But not everything is so clear with Amgen. Why? Its P/S ratio is 5.01x, which is 42.7% ...
CVC Capital Partners Plc is seeking co-investors to help bankroll its proposed €10.9 billion ($12.7 billion) takeover of Italian drugmaker Recordati SpA , according to people familiar with the matter. The private equity firm has held initial discussions with investors including Groupe Bruxelles Lambert , Abu Dhabi Investment Authority , Singapore’s GIC Pte and Caisse de Depot et Placement du Quebe...
CVC Capital Partners Plc is seeking co-investors to help bankroll its proposed €10.9 billion ($12.7 billion) takeover of Italian drugmaker Recordati SpA , according to people familiar with the matter. The private equity firm has held initial discussions with investors including Groupe Bruxelles Lambert , Abu Dhabi Investment Authority , Singapore’s GIC Pte and Caisse de Depot et Placement du Quebec about the possibility of teaming up, the people said. The talks are taking place as CVC targets acquiring Recordati through a more recent fund, a plan that would require an equity infusion of €5.5 billion to €6 billion, the people said. That would make the deal one of the biggest ever leveraged buyouts in Europe. CVC’s seventh flagship fund is currently holding the stake in the Italian drugmaker, the people added. Deliberations are ongoing and there’s no guarantee the discussions would lead to a deal, the people said, asking not to be identified as the information is private. Representatives for CVC, ADIA, GBL and GIC declined to comment, while CDPQ didn’t immediately respond to requests for comment. CVC last month offered to take over Recordati for €52 a share, after previously exploring a sale of its stake in the Italian company. The investment firm, the biggest shareholder of Recordati, plans to explore options including a potential sale of Recordati’s rare-diseases arm if it succeeds in its acquisition, Bloomberg News has previously reported . Recordati was founded in 1926 by Giovanni Recordati in Correggio, Italy, and grew from a family pharmacy into a listed drugmaker with operations spanning specialty and primary care, consumer health and rare disease. Top selling drugs include the blood pressure medication Zanidip and Eligard, a hormone therapy for prostate cancer. The company also has a chemicals unit that supplies materials to other drugmakers.
Bank of America Corp. estimates the potential market for US sports-related event contracts at roughly $1.1 trillion in annual volume, as prediction markets boom anew. Assuming an average fee of about 1%, that would, in theory, translate into around $10 billion in annualized revenue for event-betting companies, the bank’s analysts said in a report Wednesday. The figures underscore the threat that f...
Bank of America Corp. estimates the potential market for US sports-related event contracts at roughly $1.1 trillion in annual volume, as prediction markets boom anew. Assuming an average fee of about 1%, that would, in theory, translate into around $10 billion in annualized revenue for event-betting companies, the bank’s analysts said in a report Wednesday. The figures underscore the threat that fast-growing prediction markets — and particularly the industry leader, Kalshi Inc. — pose to the gambling industry. DraftKings Inc. , one of the main online sportsbooks, recently estimated that its total potential revenue was also around $10 billion, the analysts note. Kalshi accounts for about 90% of the activity on all US prediction-market exchanges, and sports bets were 79% of that trading volume in March, the report says. The analysts mainly looked at regulated activity in the US, homing in on Kalshi, and left out most of the trading on the offshore exchange run by its main rival, Polymarket. They estimate that Kalshi’s biggest competitor in the US, Crypto.com, has just 4% of the market. That trillion-dollar figure compares with roughly $100 billion in expected event-contract volume this year, though BofA’s number represents total market size rather than a forecast of near-term activity. The bank’s estimate is derived from the existing US sports betting market, which required state-by-state legalization over roughly seven years to reach its current size. Beyond sports, the report says, the biggest drivers of Kalshi’s volume are wagers on cryptocurrency prices, which make up two-thirds of its non-sports category, as well as politics, culture and so-called mention markets. “Kalshi is becoming rapidly integrated into daily life with always on odds for markets across finance, crypto, pop culture, and sports,” analysts Julie Hoover and Shaun Kelley wrote. Read more: Gambling Stocks Sag as Prediction Markets Steal Super Bowl Bets The analysts cited three main drivers of the a...
Alones Creative The EU drug regulator, the European Medicines Agency (EMA) has eased a cold-chain requirement that Novo Nordisk’s ( NVO ) obesity injection, Wegovy, should be subject to during delivery, the Danish drugmaker announced on Thursday. Accordingly, a strict cold chain requirement will no longer apply to Wegovy, as the regulator has approved an update to the GLP-1's product information, ...
Alones Creative The EU drug regulator, the European Medicines Agency (EMA) has eased a cold-chain requirement that Novo Nordisk’s ( NVO ) obesity injection, Wegovy, should be subject to during delivery, the Danish drugmaker announced on Thursday. Accordingly, a strict cold chain requirement will no longer apply to Wegovy, as the regulator has approved an update to the GLP-1's product information, allowing its delivery to take place under a controlled temperature of up to 30 °C for up to 48 hours. Previously, the once-weekly injectable had to be kept cold from production to use, adding complexity to its delivery via pharmacies and online firms. The company added that the decision applies to Wegovy’s product information, and there is no change in its patient leaflets, which state that consumers keep the treatment below 30 °C or refrigerated after first use. Novo ( NVO ) noted that with the approval, Wegovy becomes the first GLP-1 medicine available for weight management in Europe with this flexibility , which it said could lower packaging volume and weight due to the relaxed cold chain requirement. More on Novo Nordisk A/S Novo Nordisk: Downgrading To 'Sell' As GLP-1 Pipeline Faces Many Risks Novo Nordisk: Competing In A Duopoly Novo Nordisk: I Admit That I Was Really Wrong (Downgrade) Novo’s Wegovy expands reach in UK with latest NICE recommendation Novo’s China obesity drug posts positive mid-stage trial results
Apple (NASDAQ:AAPL) stock has been fluctuating wildly of late, thanks in part to a Nikkei Asia report that surfaced, pointing to technical challenges that may delay the launch of the much-anticipated foldable iPhone. Undoubtedly, the outsized initial reaction, which saw shares dip in the ballpark of 5% intraday, seems to signify just how big a ... Delays or Not, Apple’s Next Innovations Will Be Wo...
Apple (NASDAQ:AAPL) stock has been fluctuating wildly of late, thanks in part to a Nikkei Asia report that surfaced, pointing to technical challenges that may delay the launch of the much-anticipated foldable iPhone. Undoubtedly, the outsized initial reaction, which saw shares dip in the ballpark of 5% intraday, seems to signify just how big a ... Delays or Not, Apple’s Next Innovations Will Be Worth the Wait for Investors