Sunshine Seeds/iStock via Getty Images GE Vernova ( GEV ) is positioned to accelerate growth in the coming years in Power and Electrification as market demand drives substantial growth in new, margin-accretive orders. In addition to expanding production capacity, GE Vernova should see strong tailwinds for profitability over the coming years as the firm expands its serviceable power and electrical ...
Sunshine Seeds/iStock via Getty Images GE Vernova ( GEV ) is positioned to accelerate growth in the coming years in Power and Electrification as market demand drives substantial growth in new, margin-accretive orders. In addition to expanding production capacity, GE Vernova should see strong tailwinds for profitability over the coming years as the firm expands its serviceable power and electrical equipment footprint, driving recurring revenue through long-term service agreements. With new gas turbine capacity expected to come online in eq3’26 and the addition of Prolec GE to Electrification, I believe GE Vernova is well positioned to realize durable growth over the coming years; I am reiterating my Strong Buy rating for GEV shares with a price target of $1,169/share at 59.15x eFY27 EV/aEBITDA. Corporate Reports GE Vernova reported an upbeat close to FY25 with a 50% sequential increase in quarterly orders, ending q4’25 with $22.26b in new orders for a total book-to-bill ratio of 2.03x; GE Vernova closed FY25 with $150b in backlog. Growth in orders was underpinned by strength in the Electrification and Gas markets, with Electrification printing a book-to-bill ratio of 2.51x. The Wind segment even realized revitalization in the quarter with a book-to-bill ratio of 1.33x, up from a declining order book since q3’24. Corporate Reports GE Vernova Operational Update Power Segment Orders in the power segment increased by 72% sequentially to $3.15b for a book-to-bill ratio of 1.33x, adding 6GW of capacity to the backlog for 25.7GW of new orders throughout FY25. In total, GE Vernova has 83GW in slot reservations for gas turbines driven by strong domestic demand. Along with infrastructure sales, GE Vernova is realizing strong services attachment that should drive long-term, margin-accretive growth for the market segment. Supporting growth, GE Vernova’s facility expansion support increased gas turbine yields beginning in eq3'26. Wind Segment The Wind segment experienced a strong...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Samsung Electronics showcased its Galaxy S26 series at Mobile World Congress 2026, introducing a built-in Privacy Display and expanded Galaxy AI features across devices. The company unveiled a wider Galaxy AI-powered ecosystem, including Galaxy Buds4 and Galaxy Book6, focused on privacy, age...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Samsung Electronics showcased its Galaxy S26 series at Mobile World Congress 2026, introducing a built-in Privacy Display and expanded Galaxy AI features across devices. The company unveiled a wider Galaxy AI-powered ecosystem, including Galaxy Buds4 and Galaxy Book6, focused on privacy, agentic AI and connected health. Samsung also highlighted new AI collaborations in mobile networks and manufacturing, including work with Keysight and NVIDIA on AI-RAN validation and satellite-based connectivity. For KOSE:A005930, these announcements come with the stock trading at ₩195,100. The share price return of 51.8% year to date and 265.7% over the past year shows how strongly the market has reacted to Samsung Electronics in this period. Longer term, returns of 242.5% over three years and 166.4% over five years indicate how the company has rewarded investors who stayed invested. This MWC 2026 news puts more attention on how Samsung Electronics is tying AI into both devices and network infrastructure, which could influence how investors think about the business mix over time. If you are tracking the stock, it may be useful to watch how the market responds to execution on Galaxy AI features, privacy focused hardware and newer areas such as AI-RAN and connected health partnerships. Stay updated on the most important news stories for Samsung Electronics by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Samsung Electronics. KOSE:A005930 Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 0 risks and 4 things going right for Samsung Electronics that every investor should see. For investors, this MWC 2026 showcase is less about one phone cycle and more about how Samsung is trying to tie devices, AI services and network infrastructure together. The Galaxy S26 positions the smartphone as an on-device AI h...
(RTTNews) - Despite rising tensions in the Middle East, German stocks moved higher on Wednesday, due largely to some bargain hunting after two successive days of sharp declines. U.S. President Donald Trump's announcement that the U.S. Navy would escort oil tankers through the Strait of Hormuz to safeguard maritime trade in the Gulf and help stabilize surging global energy prices, is aiding sentime...
(RTTNews) - Despite rising tensions in the Middle East, German stocks moved higher on Wednesday, due largely to some bargain hunting after two successive days of sharp declines. U.S. President Donald Trump's announcement that the U.S. Navy would escort oil tankers through the Strait of Hormuz to safeguard maritime trade in the Gulf and help stabilize surging global energy prices, is aiding sentiment a bit. The U.S. Development Finance Corporation (DFC) has confirmed its readiness to extend political risk insurance and guarantees for energy shipments passing through the Gulf. The benchmark DAX was up 369.98 points or 1.56% at 24,123.00 slightly past noon. Infineon Technologies and Daimler Truck Holding are up 4.4% and 4.2%, respectively. Rheinmetall, Siemens Energy, Siemens Healthineers and Siemens are up 2.3%-2.5%. BASF, Deutsche Post, Munich RE, Henkel, Merck, Volkswagen, Allianz, Zalando, SAP, Hannover Rueck, Deutsche Bank, Mercedes-Benz, BMW, Porsche Automobil Holding and Gea group are gaining 1%-2.2%. Adidas is plunging 7.4% after announcing changes in its supervisory board. Bayer is declining by nearly 2%. Brenntag is down 1.1%. The German flavors and fragrances maker Symrise is down 1.4% after forecasting a low single-digit decline in first-quarter organic sales. Data from S&P Global showed the HCOB Germany Composite PMI was revised slightly higher to 53.2 in February 2026 from a preliminary of 53.1, and above 52.1 in January. It is the highest reading in four months, amid faster increases in activity in both the manufacturing and service sectors. The HCOB Germany Services PMI was revised slightly higher to a four-month high of 53.5 in February 2026 from a preliminary of 53.4, and compared to 52.4 in January, final figures showed. The HCOB Eurozone Composite PMI climbed to 51.9 in February 2026, up from 51.3 in January, marking the strongest expansion in private sector activity in three months. The HCOB Eurozone Services PMI inched higher to 51.9 in February o...
AMD's VP of AI Software, Anush Elangovan, has used Claude Code to help craft a pure-Python AMD GPU user-space driver. This Python user-space driver is currently being created to help exercise other ROCm code and for debugging in passing through the ROCm/HIP user-space stack.Anush was inspired by Tinygrad's user-space AMD GPU driver implementation and with Claude AI has created a user-space driver ...
AMD's VP of AI Software, Anush Elangovan, has used Claude Code to help craft a pure-Python AMD GPU user-space driver. This Python user-space driver is currently being created to help exercise other ROCm code and for debugging in passing through the ROCm/HIP user-space stack.Anush was inspired by Tinygrad's user-space AMD GPU driver implementation and with Claude AI has created a user-space driver for stress testing of SDMA and compute/communications overlap debug. Anush posted on X : "I didn't open the editor once. [AI] Agents are the great equalizer in software. And Speed is the moat."With further work, the user-space driver has also been working on compute bound kernel support too. "Add pure-Python AMD GPU userspace driver A standalone Python driver that talks directly to /dev/kfd and /dev/dri/renderD* via ctypes ioctls, bypassing the ROCm/HIP userspace stack. Supports KFD backend with pluggable architecture for future bare-metal PCI (AM) backend. Features: - KFD ioctl bindings (queue, memory, events) - GPU family registry (RDNA2/3/4, CDNA2/3) - SDMA copy engine with linear copy and fence packets - PM4 compute packet builder (dispatch, release_mem, etc.) - Timeline semaphore for GPU-CPU synchronization - Topology parser for /sys/devices/virtual/kfd/kfd - ELF code object parser for kernel loading - 130 tests passing (unit + integration on MI300X/gfx942) Co-Authored-By: Claude (claude-opus-4-6)" This user-space driver is currently being developed via this GitHub branch . The initial commit explains as of the first features in place:Over the past two days this pure-Python AMD user-space driver has been extended to include multi-GPU support, compute-bound kernels, and other functionality. It will be interesting to see where work on this Python-based AMD GPU user-space driver leads.
imaginima/E+ via Getty Images Global portfolio strategist James Kostohryz is warning investors that the ongoing conflict between the U.S., Israel, and Iran may last far longer than markets anticipate—with potentially severe consequences for oil prices and the global economy. According to Kostohryz, who runs the Successful Portfolio Strategy investing group on Seeking Alpha, current market pricing ...
imaginima/E+ via Getty Images Global portfolio strategist James Kostohryz is warning investors that the ongoing conflict between the U.S., Israel, and Iran may last far longer than markets anticipate—with potentially severe consequences for oil prices and the global economy. According to Kostohryz, who runs the Successful Portfolio Strategy investing group on Seeking Alpha, current market pricing reflects dangerous complacency. With Brent crude hovering around $70 and the S&P 500 ( SP500 ) still within 5% of all-time highs, investors appear to be betting on a swift resolution. “The market is still greatly underappreciating, greatly underestimating the risks that this poses to markets,” Kostohryz said in a recent podcast interview. He noted that the strategic objectives of both the U.S. and Israel—including eliminating Iran’s nuclear capabilities and missile production—cannot be achieved quickly, pointing to a four-to-six-week timeline as a best-case scenario. If the conflict drags on beyond one month, oil prices could surge above $100 per barrel. A disruption lasting two to three months could push prices toward $200, triggering a global recession and equity market declines of 20% or more. Kostohryz highlighted the vulnerability of private credit markets, warning that a recession would hit at “exactly the wrong time” given rising default rates and redemption pressures in that sector. For positioning, the strategist recommends overweighting Brent crude through ETFs like BNO while underweighting U.S. and Canadian oil equities due to potential export ban risks. He views gold as overbought and vulnerable despite the crisis environment, instead favoring Treasury Inflation Protected Securities (TIPS) for inflation protection. “I haven’t seen people this complacent in my entire career,” Kostohryz warned investors. Oil ETFs: ( UCO ), ( DBO ), ( OILK ), ( USL ). More related stories U.S. December Oil Production Drops War, $200 Oil, And The Market's Reckoning 2 Lines Are Being...
MDA Space press release ( MDALF ): Q4 Non-GAAP EPS of C$0.45. Revenue of C$499.1M (+44.0% Y/Y). Record quarter for adjusted EBITDA of C$96.2 million in Q4 2025 was up 35.7% year-over-year driven by higher volume of work as we execute on our backlog. Adjusted EBITDA margin of 19.3% in Q4 2025. Operating cash flow was C$50.6 million in Q4 2025 compared to C$375.8 million in Q4 2024. Our fiscal 2026 ...
MDA Space press release ( MDALF ): Q4 Non-GAAP EPS of C$0.45. Revenue of C$499.1M (+44.0% Y/Y). Record quarter for adjusted EBITDA of C$96.2 million in Q4 2025 was up 35.7% year-over-year driven by higher volume of work as we execute on our backlog. Adjusted EBITDA margin of 19.3% in Q4 2025. Operating cash flow was C$50.6 million in Q4 2025 compared to C$375.8 million in Q4 2024. Our fiscal 2026 outlook consists of the following: Revenues of C$1.7 - C$1.9 billion, representing year-over-year growth of approximately 10% at the mid-point of guidance. Adjusted EBITDA of C$320 - C$370 million, representing year-over-year growth of approximately 7% at the mid-point of guidance. Adjusted EBITDA margin of 18% - 20%. Capital expenditures of C$225 - C$275 million to support another year of investments related to the production expansion at our Montreal facility and investments in chip development. Free cash flow to be neutral to negative driven by normal program working capital fluctuations. More on MDA Space Ltd. MDA Space: A Rare Blend Of Profitability And Sensible Valuation MDA Space launches 49north defence unit, appoints Joe Armstrong as President MDA Space announces offering of C$250M senior unsecured notes due 2030 Seeking Alpha’s Quant Rating on MDA Space Ltd. Historical earnings data for MDA Space Ltd.
National Vision Holdings press release ( EYE ): Q4 Non-GAAP EPS of $0.15 beats by $0.09 . Revenue of $503.41M (+15.1% Y/Y) beats by $8.15M . Comparable store sales growth of 6.6% and Adjusted Comparable Store Sales Growth of 4.8%, represented 12 consecutive quarters of positive growth The Company is providing the following outlook for the 52 weeks ending January 2, 2027. Fiscal 2026 Outlook New St...
National Vision Holdings press release ( EYE ): Q4 Non-GAAP EPS of $0.15 beats by $0.09 . Revenue of $503.41M (+15.1% Y/Y) beats by $8.15M . Comparable store sales growth of 6.6% and Adjusted Comparable Store Sales Growth of 4.8%, represented 12 consecutive quarters of positive growth The Company is providing the following outlook for the 52 weeks ending January 2, 2027. Fiscal 2026 Outlook New Stores (1) ~30-35 Adjusted Comparable Store Sales Growth (2) 3.0% - 6.0% Net Revenue $2.033 billion - $2.091 billion Adjusted Operating Income (2) $107 million - $133 million Adjusted Diluted EPS (2)(3) $0.85 - $1.09 Depreciation and Amortization (4) $88 million - $92 million Interest (5) $14 million - $16 million Tax Rate (6) ~28% Capital Expenditures $73 million - $78 million Click to enlarge More on National Vision Holdings National Vision Holdings: I Don't See Market-Beating Returns Now (Downgrade) National Vision Holdings Q4 2025 Earnings Preview From Materials to Biotech: Mid-Caps that have stayed bullish the longest on Quant ratings Seeking Alpha’s Quant Rating on National Vision Holdings Historical earnings data for National Vision Holdings
Key Points SoundHound continues to produce robust revenue growth. The company has a huge opportunity in front of it, although the stock is not cheap. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SOUN) continues to deliver exceptional revenue growth, although its stock price has been more than cut in half since October. Let's take a close look at the artificial intelligence ...
Key Points SoundHound continues to produce robust revenue growth. The company has a huge opportunity in front of it, although the stock is not cheap. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SOUN) continues to deliver exceptional revenue growth, although its stock price has been more than cut in half since October. Let's take a close look at the artificial intelligence (AI) voice-focused company to see if now is a good time to buy the stock. SoundHound revenue continues to surge SoundHound once again saw its revenue surge in the fourth quarter. More importantly, management also provided an upbeat full-year outlook for fiscal 2026, expecting revenue of between $225 million and $260 million. That would equate to growth of between 33% and 54%. It expects revenue to ramp up through the year, as it is seeing renewals come with agentic solutions, which come with a price increase and sometimes large volume commitments. 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 » For Q4, SoundHound's revenue jumped 59% year over year to $55.1 million. Its 2025 revenue, meanwhile, nearly doubled. That came in above the $54 million analyst consensus. The company's adjusted net earnings per share in Q4 improved from a loss of $0.05 last year to a loss of $0.02 this year, while its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was a loss of $7.4 million, compared to a loss of $16.8 million a year ago. It had an operating cash outflow of $27.2 million in the quarter and $98.2 million for the year. It ended the year with $248 million in cash on its balance sheet and no debt. Its gross margins continue to see improvement. Per generally accepted accounting principles (GAAP), gross margins soared 800 basis points from 39.9% to 47.9% year over year and 530 basis po...