Getty Images Investing Thesis Keysight Technologies, Inc. ( KEYS ) has had an epic run-up in stock price over the last year (a 114.27% increase per Seeking Alpha). The company's growing work with artificial intelligence (“AI”) data centers is largely behind this blistering rise in stock price. AI hype has showered every company even remotely connected to AI with a huge increase in stock price, a p...
Getty Images Investing Thesis Keysight Technologies, Inc. ( KEYS ) has had an epic run-up in stock price over the last year (a 114.27% increase per Seeking Alpha). The company's growing work with artificial intelligence (“AI”) data centers is largely behind this blistering rise in stock price. AI hype has showered every company even remotely connected to AI with a huge increase in stock price, a prime example being Allbirds ( BIRD ), a failing footwear and apparel business that, in the midst of closing down, announced an out-of-nowhere pivot to providing computing infrastructure for AI, which boosted its market cap from $21 million to $148 million one day after the announcement . In the case of KEYS, investors have gotten ahead of themselves, and its current market cap implies investors are anticipating significantly higher growth than is projected by both Seeking Alpha analysts and Wall Street analysts. Consensus revenue estimates for fiscal year (“FY”) 2026 (ending on October 31, 2026) through FY2030 show a compound annual growth rate (“CAGR”) of 12.72% . Based on a review of the company’s historical performance from FY2021 through FY2025 and the trailing twelve-month period ended April 30, 2026 (the “TTM Period,” and, in combination with FY2021 through FY2025, the “Review Period”), and utilizing a discounted cash flow (“DCF”) analysis with a 10-year high-growth phase (five years at 12.72%, then walking growth down over the next five years to a terminal growth rate of 3.0%), I estimate the value of equity per share to be $91.15, 73.7% lower than the current market price per share of $346.56. The only way to get the DCF’s intrinsic price per share close to the market’s current share price would be to assume a CAGR of 45.0% for the first five years of the model, a dubious prospect. Normally this would be enough to get me to rate this stock as a Strong Sell, but the AI hype in the current market can’t be underestimated, and it is likely to provide buoyancy to the sha...
Swedbank AB increased its stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 76.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 78,140 shares of the company's stock after acquiring an additional 33,940 shares during the quarter. Swedbank AB's holdings in Astera Labs were worth $12,999,000 at the end of the most recent ...
Swedbank AB increased its stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 76.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 78,140 shares of the company's stock after acquiring an additional 33,940 shares during the quarter. Swedbank AB's holdings in Astera Labs were worth $12,999,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds also recently added to or reduced their stakes in ALAB. Nordea Investment Management AB acquired a new stake in Astera Labs in the 4th quarter worth about $2,028,000. Geneva Partners LLC acquired a new stake in Astera Labs in the 3rd quarter worth about $1,876,000. Numerai GP LLC boosted its holdings in Astera Labs by 153.1% in the 3rd quarter. Numerai GP LLC now owns 13,212 shares of the company's stock worth $2,587,000 after buying an additional 7,992 shares during the last quarter. Handelsbanken Fonder AB boosted its holdings in Astera Labs by 289.5% in the 3rd quarter. Handelsbanken Fonder AB now owns 126,200 shares of the company's stock worth $24,710,000 after buying an additional 93,800 shares during the last quarter. Finally, Paragon Advisors LLC acquired a new stake in Astera Labs in the 3rd quarter worth about $1,829,000. Hedge funds and other institutional investors own 60.47% of the company's stock. Get Astera Labs alerts: Sign Up Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the stock. Stifel Nicolaus increased their target price on shares of Astera Labs from $236.00 to $260.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. increased their target price on shares of Astera Labs from $205.00 to $280.00 and gave the company an "overweight" rating in a research report on Wednesday, May 6th. Barclays increased their target price on shares of Astera Labs from $165.00 to $200.00 and gave the comp...
Teka77/iStock Editorial via Getty Images Verra Mobility ( VRRM ) shares plunged as much as 46% in premarket trading Wednesday after the mobility technology company slashed its full-year earnings outlook and disclosed that Avis Budget Group ( CAR ) had terminated its contract with the company. Avis Budget ( CAR ) is one of Verra’s ( VRRM ) significant commercial services customers and represented o...
Teka77/iStock Editorial via Getty Images Verra Mobility ( VRRM ) shares plunged as much as 46% in premarket trading Wednesday after the mobility technology company slashed its full-year earnings outlook and disclosed that Avis Budget Group ( CAR ) had terminated its contract with the company. Avis Budget ( CAR ) is one of Verra’s ( VRRM ) significant commercial services customers and represented over 10% of its total revenue for the three months ended March 31, 2026 and year ended December 31, 2025. "We were surprised and disappointed to receive this notice from Avis Budget Group given our longstanding partnership and the significant time invested by both parties in ongoing extension negotiations," said David Roberts, president and CEO of Verra Mobility. "We are now moving decisively to reduce costs, adapt our operations, and position the business for continued growth and future opportunities." Following the contract termination and its year-to-date 2026 performance, Verra Mobility lowered its full-year guidance across key metrics. The company now expects: Total revenue of $985M to $995M, down from prior guidance of $1.02B to $1.03B and below the $1.03B Bloomberg consensus estimate Adjusted EBITDA of $380M to $385M, compared with prior guidance of $405M to $415M and below the $411.5M consensus estimate Adjusted EPS of $1.19 to $1.25, versus prior guidance of $1.32 to $1.38 and below the $ 1.36 Bloomberg consensus estimate Verra Mobility ( VRRM ) currently expects the termination to reduce Commercial Services’ 2026 annualized revenue by ~$135M to $145M and 2026 annualized segment profit by ~$120M to $125M, before taking into account expected cost reduction initiatives. More on Verra Mobility, Avis Budget Verra Mobility Is Still A Quality Business Despite The Selloff Verra Mobility Corporation (VRRM) Q1 2026 Earnings Call Transcript Verra Mobility Corporation 2026 Q1 - Results - Earnings Call Presentation Biggest stock movers Wednesday: ZS, APPS, and more Lyft emerges...
Tony Blair has continued his attack on the Labour government, saying it should be about “policy first, politics second”. Hours after he published a scathing essay in which he warned that the party’s “almost infinite capacity for self-delusion” meant it was likely to lose the next election, the former prime minister said it should “take a step back, analyse the world”. On Keir Starmer and his would...
Tony Blair has continued his attack on the Labour government, saying it should be about “policy first, politics second”. Hours after he published a scathing essay in which he warned that the party’s “almost infinite capacity for self-delusion” meant it was likely to lose the next election, the former prime minister said it should “take a step back, analyse the world”. On Keir Starmer and his would-be successors Andy Burnham and Wes Streeting, he urged Labour MPs to “force people to say where they stand” before getting behind a change in leader. In his 5,700-word essay, published on Tuesday night, Blair argued for the government to crack down on welfare spending, abandon restrictions on oil and gas, embrace the technology and artificial intelligence revolution and smooth relations with Donald Trump. He told BBC Radio 4’s Today programme on Wednesday: “If you don’t decide what your policy direction is, there’s no point in changing the leader. And so the whole essence of the essay is to say it should be policy first, politics second.” While he wanted to see Burnham win the Makerfield byelection and return to parliament, on the leadership he urged MPs: “Choose your direction first and make sure that before you have any leadership change, you make all the candidates set out in detail their policy, what the government’s got right, what it’s got wrong, what we should do differently.” Blair said the AI revolution was the 21st-century equivalent of the Industrial Revolution and was going to change “absolutely everything”. Yet “it’s not even part of the debate”, he said. He added: “You can have a different personality occupying Number 10, but unless you have a policy agenda, which makes sense of the way the world’s changing, then you’re not going to be any further forward as a country. And you’ll find the country keeps shuffling the deck with prime ministers.” Blair said Labour won the last election on an anti-Conservative vote. Labour was an “acceptable alternative”. He said...
Key Points Nvidia and Palantir Technologies are the faces of the AI revolution, with each rallying 1,400% and 2,040%, respectively, since the start of 2023. Although Nvidia and Palantir crushed consensus sales and profit expectations in the first quarter, they collectively lost $120 billion in market value the day after their earnings report. Bubbles are common with game-changing technologies, and...
Key Points Nvidia and Palantir Technologies are the faces of the AI revolution, with each rallying 1,400% and 2,040%, respectively, since the start of 2023. Although Nvidia and Palantir crushed consensus sales and profit expectations in the first quarter, they collectively lost $120 billion in market value the day after their earnings report. Bubbles are common with game-changing technologies, and historically high valuations are doing AI stocks no favors. 10 stocks we like better than Nvidia › More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century. The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for -- and Nvidia(NASDAQ: NVDA) and Palantir Technologies(NASDAQ: PLTR) are leading the charge. 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 » Since the start of 2023, shares of Nvidia and Palantir have skyrocketed by approximately 1,400% and 2,040%, respectively, translating into $5 trillion in market value added to Nvidia. But while the AI revolution's dynamic duo continues to blow Wall Street's projections out of the water, the latest $120 billion warning from this pair simply can't be ignored. Nvidia and Palantir are the faces of AI's evolution Wall Street's largest public company, Nvidia, is firing on all cylinders. Last week, it announced record fiscal first-quarter sales of $81.6 billion, with data center revenue up a staggering 92% from a year ago. The proof is in the pudding that Nvidia's graphics processing units (GPUs) are the clear top option for businesses. Nvidia's gross margin is also holding firm around 75...
In this article US30Y US2Y US10Y Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange (NYSE) on December 02, 2025 in New York City. Spencer Platt | Getty Images News | Getty Images Treasury yields fell on Wednesday as investor optimism over a potential settlement to the war in Iran was undented by pressure on the fragile ceasefire between Washing...
In this article US30Y US2Y US10Y Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange (NYSE) on December 02, 2025 in New York City. Spencer Platt | Getty Images News | Getty Images Treasury yields fell on Wednesday as investor optimism over a potential settlement to the war in Iran was undented by pressure on the fragile ceasefire between Washington and Tehran. The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 2 basis points to 4.465%. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, also fell more than 2 basis points to 4.022%. The longer-dated 30-year Treasury bond yield fell 2 basis points to 5.005%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. U.S. forces carried out what the Pentagon described as "self-defense" strikes in southern Iran early Tuesday, targeting missile launch sites and Iranian vessels allegedly attempting to deploy mines, even as Washington insisted it was still observing restraint under the ongoing ceasefire framework. In response, Iran's foreign ministry accused the U.S. of a "gross violation" of the terms of the ceasefire. But global sovereign bond markets broadly rallied on Wednesday. U.K gilts extended a relief rally that began on Friday as investor concerns about domestic political developments began to ease. U.K. gilt yields had spiked to multi-decade highs in recent weeks after a set of disastrous nationwide local election results for the governing Labour Party put Prime Minister Keir Starmer's premiership under pressure. Looking ahead, investors will be monitoring a slew of economic data released later this week, including April's reading of the personal consumption expenditures price index — the Fed's preferred measure of inflation. Economists polled by Dow Jones are expecting a 0.5% increase from March and a 3.8% increase in h...