EvgeniyShkolenko/iStock via Getty Images Zebra Technologies Corporation ( ZBRA ) reported a robust start to FY26 driven by strong customer investments in automation technologies, particularly for scanners and machine vision. With roughly $1.66t earmarked for manufacturing reshoring in the US, I believe there may be a major opportunity for Zebra to participate in the upcoming reindustrialization of...
EvgeniyShkolenko/iStock via Getty Images Zebra Technologies Corporation ( ZBRA ) reported a robust start to FY26 driven by strong customer investments in automation technologies, particularly for scanners and machine vision. With roughly $1.66t earmarked for manufacturing reshoring in the US, I believe there may be a major opportunity for Zebra to participate in the upcoming reindustrialization of the US, underpinned by a tight labor market and the need for labor augmentation through automation and human-to-machine real-time communications. With a supportive market backdrop and improving pricing power that can deliver strong margins, I am upgrading my rating to a Strong Buy with a price target of $419/share at 13.91x eFY28 EV/aEBITDA. Zebra Technologies Corporation Operational Update Corporate Filings Zebra gained strong momentum in q1’26 across its portfolio, particularly as customers transition to more autonomous operations through its platform offerings. In particular, Elo Touch has been driving strong customer interest as a vertically integrated solution for POS and self-service operations. Across its portfolio, Zebra offers a wide variety of solutions to enable customers to augment labor and mitigate variable costs through automation, providing real-time asset visibility in mobility, intelligent automation, and human-to-machine orchestration through its recently announced partnership with Skild AI, which acquired Zebra’s robotics automation business in exchange for cash and equity. At a high level, roughly $1.66t has been announced in manufacturing investments since 2025 driven by reshoring operations to shorten the supply chain. A vast majority of the investment outlay resides in the semiconductor and technology industry as well as a sizable proportion towards pharmaceutical manufacturing. Opportunistically, Zebra may be navigating a prosperous market in the US over the coming years as more companies seek to produce within the country in which they intend to s...
Olemedia/E+ via Getty Images Albemarle ( ALB ) down 5.2% in Thursday's trading, making it the day's biggest decliner on the S&P 500, as the company's Australian unit booked an $US820M charge for the closure of the Kemerton lithium hydroxide refinery—the country’s biggest lithium refinery—after suffer ing years of losses. The company also warned of an additional $US375M of charges to be split over ...
Olemedia/E+ via Getty Images Albemarle ( ALB ) down 5.2% in Thursday's trading, making it the day's biggest decliner on the S&P 500, as the company's Australian unit booked an $US820M charge for the closure of the Kemerton lithium hydroxide refinery—the country’s biggest lithium refinery—after suffer ing years of losses. The company also warned of an additional $US375M of charges to be split over two years, with $150M coming this year and $225M in 2027. "The decision was made due to price volatility in the market and pricing not meeting conversion costs at Kemerton," Albemarle ( ALB ) of its move to place the plant into care and maintenance. Albemarle's ( ALB ) Australian subsidiary recorded a net loss after tax of $US854M, mostly due to the Kemerton impairment, according to a filing with the Australian Securities and Investments Commission—an improvement on the $1.98B loss posted in the previous year, when the unit took a $1B charge on Kemerton. The plant's closure came despite a rebound in the price of lithium spodumene from lows of $US575/metric ton last June to nearly $3K this month, according to data from S&P Global Platts. More on Albemarle Albemarle Q1 2026 Earnings Call Presentation Albemarle: BESS Demand May Make This The Last Lithium Cycle That Looks Like A Cycle Albemarle: Strategic Asset In Energy Security (Rating Upgrade)
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
Lizzy Galbraith, Senior Political Economist at Aberdeen, speaks about discussions between the US and China regarding increased trade in farm and oil sectors. The conversation focused on the potential economic and political implications of these trade talks, highlighting the significance of agricultural and energy commodities in the bilateral relationship. Galbraith offered insights into how these ...
Lizzy Galbraith, Senior Political Economist at Aberdeen, speaks about discussions between the US and China regarding increased trade in farm and oil sectors. The conversation focused on the potential economic and political implications of these trade talks, highlighting the significance of agricultural and energy commodities in the bilateral relationship. Galbraith offered insights into how these developments might influence market dynamics and broader geopolitical considerations. (Source: Bloomberg)
At Holdings Channel, we have reviewed the latest batch of the 75 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Broadcom Inc (Symbol: AVGO) was held by 30 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 75 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Broadcom Inc (Symbol: AVGO) was held by 30 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
Shareholders of Adeia Inc (Symbol: ADEA) looking to boost their income beyond the stock's 0.6% annualized dividend yield can sell the December covered call at the $50 strike and collect the premium based on the $2.40 bid, which annualizes to an additional 12.8% rate of return ag
Shareholders of Adeia Inc (Symbol: ADEA) looking to boost their income beyond the stock's 0.6% annualized dividend yield can sell the December covered call at the $50 strike and collect the premium based on the $2.40 bid, which annualizes to an additional 12.8% rate of return ag
All 11 aboard survived after the plane made an emergency landing near the Bahamas Sign up for the Breaking News US newsletter email A military rescue crew in Florida has spoken of the “pretty miraculous” survival of all 11 people it saved from a plane crash in the Atlantic Ocean, and its own scramble to safety with five minutes of fuel left. Members of the 920th rescue wing, based at Patrick Space...
All 11 aboard survived after the plane made an emergency landing near the Bahamas Sign up for the Breaking News US newsletter email A military rescue crew in Florida has spoken of the “pretty miraculous” survival of all 11 people it saved from a plane crash in the Atlantic Ocean, and its own scramble to safety with five minutes of fuel left. Members of the 920th rescue wing, based at Patrick Space Force base, not far from Cape Canaveral, raced on Tuesday to reach the passengers and crew in choppy seas. They had emerged from a small Beechcraft twin-propeller aircraft that ditched into the water about 80 miles east of Melbourne on Florida’s east coast. Continue reading...
The Reddit-based retail investor community famous for launching the meme-stock phenomenon filed a public comment Tuesday opposing a proposed shift to semiannual, rather than quarterly, securities reports. Securities and Exchange Commission Chairman Paul Atkins unveiled the fast-tracked plan after President Donald Trump called for an end to decades-old rules mandating quarterly filing of the public...
The Reddit-based retail investor community famous for launching the meme-stock phenomenon filed a public comment Tuesday opposing a proposed shift to semiannual, rather than quarterly, securities reports. Securities and Exchange Commission Chairman Paul Atkins unveiled the fast-tracked plan after President Donald Trump called for an end to decades-old rules mandating quarterly filing of the public disclosures known as 10-Qs. Mike McClean, Head of US Policy at Barclays, discusses the SEC's proposal to change reporting cadence, as well as what Trump is facing when he returns home from the ongoing summit in China. (Source: Bloomberg)