quantic69 Dell Technologies ( DELL ) and HP Enterprise ( HPE ) were in focus on Thursday as Citi upped its price targets on the IT giants ahead of their respective upcoming earnings reports. Dell shares rose 1.9% in premarket trading, while HP Enterprise was up 5%. For Dell, analyst Asiya Merchant raised her price target to $290 from $235, as she said she is still constructive “on sustained AI/ser...
quantic69 Dell Technologies ( DELL ) and HP Enterprise ( HPE ) were in focus on Thursday as Citi upped its price targets on the IT giants ahead of their respective upcoming earnings reports. Dell shares rose 1.9% in premarket trading, while HP Enterprise was up 5%. For Dell, analyst Asiya Merchant raised her price target to $290 from $235, as she said she is still constructive “on sustained AI/server momentum alongside improving storage execution and steady PC progress.” “Strong neocloud/sovereign AI demand and improving enterprise mix continue to be incremental positives for Dell,” Merchant added. Merchant also upped her price target on HPE ($39 from $27) for much of the same reason. “We remain constructive given post‑Juniper networking momentum (DCN/campus/routing) and supportive commentary on AI server demand, while enterprise AI/neocloud deployments and CPU-led server demand provide incremental tailwinds with Juniper synergies,” Merchant explained. Dell is set to host its fiscal fourth-quarter results on May 28, while HP Enterprise will report its fiscal second-quarter results on June 1. More on Dell and Hewlett Packard Enterprise Dell: The Stock Is Pricey But I'm Still Dipping Into The Buys Hewlett Packard Enterprise: Network Segment Boosted By Juniper Acquisition Dell Q1 Preview: Upcoming Earnings Could Extend AI Momentum HP Enterprise sells nearly 14% stake in H3C Technologies for $987M Hewlett Packard Enterprise gains on report of additional activist investors
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profi...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profitability is further improving, all suggesting that Palantir is still right smack in the middle of a growth phase. And yet, the stock is trading near its 52-week low. That disconnect is exactly what makes Palantir so interesting right now. On paper, the business looks stronger than ever. But the market treats PLTR stock with caution. So is this a rare opportunity to snag Palantir shares at a discount? Or has the market just repriced the stock to where it should be in the future? I think it’s the former. So let me explain my Strong Buy rating. Behind the numbers of the Q1 ’26 financials Metric Q1 2026 Q1 2025 YoY change Revenue $1,632.6 $883.9 +84.7% Operating income $754.0 $176.0 +328.3% Operating margin 46.2% 19.9% +26.3 percentage points Net income attributable to common stockholders $870.5 $214.0 +306.7% Gross profit $1,416.8 $710.9 +99.3% Operating cash flow $899.2 $310.3 +189.8% Operating cash flow margin 55% 35% +20 percentage points Click to enlarge (Note: all figures are in millions.) On the surface, everything from Palantir’s latest financials both met and exceeded expectations. Revenue is still growing at a good clip, while both operating income and net income posted triple-digit year-over-year growth. Note, though, that there was $68.2 million in other income, primarily due to a realized gain on privately held equity securities. That said, the most notable numbers investors need to look at have to do with profitability. In Q1 ’26 , Palantir’s operating margin shot up over 26 points to 46.2%. Meanwhile, cash flow margin grew 20 percentage points to 55%. That tells ...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profi...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profitability is further improving, all suggesting that Palantir is still right smack in the middle of a growth phase. And yet, the stock is trading near its 52-week low. That disconnect is exactly what makes Palantir so interesting right now. On paper, the business looks stronger than ever. But the market treats PLTR stock with caution. So is this a rare opportunity to snag Palantir shares at a discount? Or has the market just repriced the stock to where it should be in the future? I think it’s the former. So let me explain my Strong Buy rating. Behind the numbers of the Q1 ’26 financials Metric Q1 2026 Q1 2025 YoY change Revenue $1,632.6 $883.9 +84.7% Operating income $754.0 $176.0 +328.3% Operating margin 46.2% 19.9% +26.3 percentage points Net income attributable to common stockholders $870.5 $214.0 +306.7% Gross profit $1,416.8 $710.9 +99.3% Operating cash flow $899.2 $310.3 +189.8% Operating cash flow margin 55% 35% +20 percentage points Click to enlarge (Note: all figures are in millions.) On the surface, everything from Palantir’s latest financials both met and exceeded expectations. Revenue is still growing at a good clip, while both operating income and net income posted triple-digit year-over-year growth. Note, though, that there was $68.2 million in other income, primarily due to a realized gain on privately held equity securities. That said, the most notable numbers investors need to look at have to do with profitability. In Q1 ’26 , Palantir’s operating margin shot up over 26 points to 46.2%. Meanwhile, cash flow margin grew 20 percentage points to 55%. That tells ...
HJBC/iStock Editorial via Getty Images Siemens ( SIEGY ) is one of those companies that you really want to own long-term and buy at a good price—and then only sell once the company really hits a bout of overvaluation. In many ways, I view the company as similar to Schneider Electric ( SBGSF )—another company that I made a lot of money on, though this was some years back. Over the past few years, S...
HJBC/iStock Editorial via Getty Images Siemens ( SIEGY ) is one of those companies that you really want to own long-term and buy at a good price—and then only sell once the company really hits a bout of overvaluation. In many ways, I view the company as similar to Schneider Electric ( SBGSF )—another company that I made a lot of money on, though this was some years back. Over the past few years, Siemens has gone up and down quite a bit. In 2025, the company's results were negative. Siemens AEPS dropped by about 7.3%. You will note that during my last article, I actually gave an almost perfect rating for the downside—unfortunately, I failed to follow this up with a clear thesis change when the drop actually came about. You can see this in the illustration here . Seeking Alpha Siemens Article RoR In my last article, I gave the company a PT of €175/share. You will note that despite the significant drop, the company did not actually come close to matching that target, which means that I did not buy the stock at the bottom we saw a month or two ago. Since then, the company has advanced back up to a massive premium in valuation. Now, Siemens fundamentals do speak of a favorable view for a premium. With over €200B in market capitalization and one of the few companies with an AA-credit rating, Siemens is extremely qualitative—at least it looks like it. Many investors seem to swallow the 2% yield without any difficulty, despite the fact that there are many companies that offer a far better yield at a far better upside. Today, on the 13th of May, we got the 2Q26 rep ort . That's the report that I'll be covering here, and I'll show you why, despite good upside and potential reversal for the company's 2026, I consider this company to be fundamentally overvalued. I believe the sheer quality of the business is overshadowing the risk that is to Siemens. It's understandable to me why Siemens, for the time being, keeps outperforming. However, I don't believe anyone investing at this...
Despite slim majority of 528, many constituents of potential Labour leadership candidate seem rather fond of him Wes Streeting’s potential leadership bid has been the subject of mockery from figures within Labour – and Conservative leader Kemi Badenoch’s slapdown of the former health secretary in the Commons on Wednesday went viral on social media. However, in Streeting’s parliamentary seat of Ilf...
Despite slim majority of 528, many constituents of potential Labour leadership candidate seem rather fond of him Wes Streeting’s potential leadership bid has been the subject of mockery from figures within Labour – and Conservative leader Kemi Badenoch’s slapdown of the former health secretary in the Commons on Wednesday went viral on social media. However, in Streeting’s parliamentary seat of Ilford North, his constituents seem rather fond of him and pleased with the prospect that their MP could get the keys to No 10. Lesley, who works in Tesco in Barkingside, said: “He’d be very good. He comes into Tesco’s a lot, he’s a nice man. He talks to all of us.” Continue reading...
Labour’s Wes Streeting announced his resignation as health minister on Thursday, calling for a leadership contest to oust British Prime Minister Keir Starmer, who has shown no sign he is ready to step down. Disastrous results for the governing Labour Party in last week’s local elections have plunged Britain into its latest crisis, just under two years after Starmer won a large majority on a vow ...
Labour’s Wes Streeting announced his resignation as health minister on Thursday, calling for a leadership contest to oust British Prime Minister Keir Starmer, who has shown no sign he is ready to step down. Disastrous results for the governing Labour Party in last week’s local elections have plunged Britain into its latest crisis, just under two years after Starmer won a large majority on a vow to bring stability and end a decade of political chaos. After days of calls by a growing number of...
Parole Board tells victims of black cab rapist that it had decided against open conditions or release The black-cab rapist John Worboys has been denied parole for the second time. The Parole Board told his victims on Thursday that it had decided against either releasing Worboys or allowing him to move to open conditions within prison. Continue reading...
Parole Board tells victims of black cab rapist that it had decided against open conditions or release The black-cab rapist John Worboys has been denied parole for the second time. The Parole Board told his victims on Thursday that it had decided against either releasing Worboys or allowing him to move to open conditions within prison. Continue reading...
AT&T, T-Mobile, and Verizon have agreed to work together under a new joint venture that aims to end wireless dead zones in the US. The partnership was announced today as an "agreement in principle," but if finalized would see the three carrier companies pooling their ground-based spectrum resources together to increase coverage in rural areas. The goal is to create the "best and most diverse ecosy...
AT&T, T-Mobile, and Verizon have agreed to work together under a new joint venture that aims to end wireless dead zones in the US. The partnership was announced today as an "agreement in principle," but if finalized would see the three carrier companies pooling their ground-based spectrum resources together to increase coverage in rural areas. The goal is to create the "best and most diverse ecosystem for wireless and satellite products and services," though details on how this will actually be achieved are fairly vague. There's mention of the venture developing a unified technical standard for customers and satellite network operators, and … Read the full story at The Verge.
Originally built to support the retail business, Schwartz Digits is now a trusted provider of secure data services to European businesses and governments.
Originally built to support the retail business, Schwartz Digits is now a trusted provider of secure data services to European businesses and governments.
Versant Media Group, Inc. ( VSNT ) declares $0.375/share quarterly dividend , in line with previous. Forward yield 3.71% Payable April 22; for shareholders of record April 1; ex-div April 1. See VSNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Versant Media Group, Inc. What Versant's StockStory Deal Says About Life Beyond Pay-TV Versant Media: The Jury Is Still Out Here Versant Med...
Versant Media Group, Inc. ( VSNT ) declares $0.375/share quarterly dividend , in line with previous. Forward yield 3.71% Payable April 22; for shareholders of record April 1; ex-div April 1. See VSNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Versant Media Group, Inc. What Versant's StockStory Deal Says About Life Beyond Pay-TV Versant Media: The Jury Is Still Out Here Versant Media Group, Inc. (VSNT) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Versant Media rallies on strong platforms and licensing growth, accelerated buyback plan Versant Media GAAP EPS of $1.99 beats by $0.27, revenue of $1.69B beats by $70M
Getty Images Introduction All figures in Euro So far in 2026, shares of ABN AMRO ( AAVMY ) have modestly outperformed European financial peers held in the iShares MSCI Europe Financials ETF ( EUFN ), building on the solid gains achieved in 2025. The strong performance comes as ABN AMRO delivered strong Q1 2026 results and is set to benefit from anticipated interest rate hikes by the ECB. Against t...
Getty Images Introduction All figures in Euro So far in 2026, shares of ABN AMRO ( AAVMY ) have modestly outperformed European financial peers held in the iShares MSCI Europe Financials ETF ( EUFN ), building on the solid gains achieved in 2025. The strong performance comes as ABN AMRO delivered strong Q1 2026 results and is set to benefit from anticipated interest rate hikes by the ECB. Against this backdrop, I believe that a Hold rating is now appropriate for ABN AMRO, down from my previous Buy rating . My more neutral investment thesis can be briefly summarized as: ABN AMRO has made significant progress on its key cost/income ratio target of <55% by 2028, with further optimization possible thanks to advances in AI. At the same time, the shares trade at a circa 17% trailing P/E premium relative to direct European banking peers, although ABN AMRO is only marginally more expensive if you look at U.S. regional banks. ABN AMRO boasts a strong 15.5% CET1 ratio, providing the bank with flexibility to absorb a potential increase in credit losses, pursue additional acquisitions, or repurchase shares. Q1 2026 Results Overview ABN AMRO delivered EPS of €0.78/share , up 13% Y/Y. The principal driver behind the improved results was higher net interest income (even as the net interest margin slipped 0.05% Y/Y to 1.49%), driven by volume growth in mortgages. Coupled with strong performance in fee and commission income, ABN AMRO's operating income increased 7% Y/Y. At the same time, progress on optimizing expenses (operating expenses slipped 2% Y/Y) resulted in a market improvement in the cost/income ratio to 55.9%, down 5.1% Y/Y. Coupled with a benign risk environment (cost of risk of only 9 basis points of loans) and 1% lower share count due to share buybacks, we see why ABN AMRO had quite a successful quarter. The bank's CET1 capital improved by 0.1% Q/Q to 15.5%, benefiting from initiatives to optimize risk-weighted assets and retained earnings. As such, it remains 4.1% abov...
NACCO ( NC ) declares $0.2625/share quarterly dividend , 4% increase from prior dividend of $0.2525. Forward yield 2.15% Payable June 15; for shareholders of record June 1; ex-div June 1. See NC Dividend Scorecard, Yield Chart, & Dividend Growth.
NACCO ( NC ) declares $0.2625/share quarterly dividend , 4% increase from prior dividend of $0.2525. Forward yield 2.15% Payable June 15; for shareholders of record June 1; ex-div June 1. See NC Dividend Scorecard, Yield Chart, & Dividend Growth.
ToucanStudios Stock index futures rose Thursday as investors awaited updates on U.S.-China diplomatic talks. Here are the four stocks to watch on the day: Fiserv ( FISV ) climbed 3.25% in premarket trading to $54.07 after the company launched agentOS, an agentic AI operating system designed to help financial institutions deploy AI agents across their banking workflows. The Milwaukee-based company ...
ToucanStudios Stock index futures rose Thursday as investors awaited updates on U.S.-China diplomatic talks. Here are the four stocks to watch on the day: Fiserv ( FISV ) climbed 3.25% in premarket trading to $54.07 after the company launched agentOS, an agentic AI operating system designed to help financial institutions deploy AI agents across their banking workflows. The Milwaukee-based company said the platform will initially feature four Fiserv agents covering commercial loan onboarding, daily operational analysis and reporting, deposit intelligence, and AML triage analysis. The operating system is expected to be widely available by August 2026. Ford Motor Company ( F ) was up 0.37% in premarket trading after emerging as the top gainer in the S&P 500 Index on Wednesday. Investors seized on the potential for the Detroit automaker to benefit from its relationship with CATL by offering battery energy storage systems for utility, data center, and commercial customers in the U.S. Morgan Stanley highlighted that investors may be underestimating Ford’s foray into the energy storage market. Starbucks ( SBUX ) rose 1.38% in premarket trading after TD Cowen upgraded the coffee chain to a Buy rating from Hold. Analyst Andrew Charles cited numerous tangible drivers to deliver positive sales revisions in a strong category backdrop. Despite ongoing labor investments, the firm forecasts margins will recover due to sales leverage, easing COGS, and incentivized non-core cost cuts. Reddit ( RDDT ) gained 0.43% in premarket trading following data from Sensor Tower showing the social media platform is outperforming peers on improving monetization. Reddit posted the highest average revenue per user growth rate in the U.S. in Q1, up 61% year-over-year to $9.20, outpacing Meta Platforms, Snap, YouTube, and Pinterest. The company also saw the highest ARPU in Europe during the quarter. More related stories Starbucks: The Comeback Has Started But The Growth Story Is Not Proven Fiserv: Ne...
Nova Ltd. (NVMI) delivered earnings and revenue surprises of +6.15% and +2.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Nova Ltd. (NVMI) delivered earnings and revenue surprises of +6.15% and +2.90%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Secured strategic financing vehicle for up to $40 million Positive FDA feedback supports single-arm pivotal trial for potential registration of SENTI-202 in initial indication of Relapsed/Refractory Acute Myeloid Leukemia (R/R AML) Continued operational streamlining contributed to substantially reduced quarterly net loss and cash burn
Secured strategic financing vehicle for up to $40 million Positive FDA feedback supports single-arm pivotal trial for potential registration of SENTI-202 in initial indication of Relapsed/Refractory Acute Myeloid Leukemia (R/R AML) Continued operational streamlining contributed to substantially reduced quarterly net loss and cash burn