Abercrombie & Fitch (ANF) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of ...

文章核心观点 - 全球地缘政治紧张局势加剧，推动了对现代海军舰艇的需求，从而为海军舰艇制造商如General Dynamics (GD) 带来了显著的合同流入和收入增长机会 [2][3][6] 合同与业务 - General Dynamics 的子公司 Bath Iron Works 获得了一份价值 8230 万美元的合同，用于为 DDG 51 驱逐舰提供主要船厂支持，预计将于 2025 年 11 月完成，大部分工作将在缅因州的 Bath/Brunswick 进行 [1] - Bath Iron Works 建造的 DDG-51 Arleigh Burke 级导弹驱逐舰因其广泛的先进海战能力而需求旺盛 [4] - 2023 年，公司从海军获得了三艘 Flight III DDG-51 驱逐舰的建造合同，总共有 12 艘船在订单中，计划于 2032 年交付，这些船只的成功交付和相关船厂支持服务的完成将推动 GD 未来几年的收入增长 [5] 市场与行业趋势 - 全球海军战斗舰艇市场预计将从 2024 年到 2029 年以 6.5% 的复合年增长率增长，这为 General Dynamics 等主要海军舰艇承包商提供了显著的收入增长机会 [6] - General Dynamics 的 Marine Systems 部门在为美国海军设计和建造水面战斗舰和辅助舰方面表现出色，同时还提供现代化和生命周期延长服务，其无与伦比的海洋工程专业知识确保了先进海军能力的开发 [7] 竞争对手分析 - BAE Systems (BAESY) 设计和建造各种复杂的海军舰艇，从近海巡逻艇到航空母舰，其长期收益增长率为 12.4%，2024 年销售额预计比 2023 年增长 37.7% [9][10] - Lockheed Martin (LMT) 制造 Littoral Combat Ships (LCS)，其长期收益增长率为 4.5%，2024 年销售额预计比 2023 年增长 5.4% [10][11] - Huntington Ingalls Industries (HII) 设计和建造美国海军和海岸警卫队的非核舰艇，其长期收益增长率为 7.4%，2024 年销售额预计比 2023 年增长 1.2% [11][12] 股价表现 - General Dynamics 的股价在过去一年中上涨了 15.2%，而行业整体下跌了 1.9% [13]

Novartis (NVS) announced that the European Commission (“EC”) has approved its breast cancer drug Kisqali (ribociclib) for a broad population.The EC has approved Kisqali in combination with an aromatase inhibitor (AI) for the adjuvant treatment of patients with hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative early breast cancer (EBC) at high risk of recurrence.Kisqali is a selective cyclin-dependent kinase inhibitor, a class of drugs that helps slow the progression of ...

Genpact Limited (G) is a well-performing stock, with a significant rise in price over the past year and strong fundamentals. Therefore, if you haven’t taken advantage of the price appreciation yet, it’s time you add the stock to your portfolio, as we believe that it has the potential to carry the momentum in the near term.Why is Genpact an Attractive Pick?Share Price Appreciation: A glimpse at the company’s price trend reveals that the stock has had an impressive run in the past year. G has returned 38%, wh ...

While IQVIA Holdings Inc. (IQV) benefits from its market leadership, data-driven innovation, and global expansion, it must navigate pricing pressure.IQV has an expected long-term (three to five years) EPS growth rate of 9.6%. The company’s earnings for 2024 and 2025 are expected to grow 9% and 6.9%, respectively.IQV’s Global Reach, Market Leadership in Healthcare AnalyticsIQVIA operates in over 100 countries, giving it a vast global footprint. This extensive presence enables it to tap into emerging markets ...

GoDaddy (GDDY) shares have surged 86.4% year to date (YTD), outperforming the broader Zacks Computer & Technology sector’s appreciation of 28.3% and the Zacks Internet - Delivery Services industry’s return of 63.4%.This significant outperformance reflects investors’ confidence in GoDaddy’s growth potential on the back of its innovative product portfolio and back-to-back quarters of strong financial performances.GoDaddy’s Impressive Financial PerformanceGDDY has a long history of reporting strong quarterly p ...

以军称去年10月以来已打死约3500名黎真主党成员 财联社11月29日电，以色列国防军当地时间11月28 日发表声明称，自去年10月以来，以军的军事行动已打死约3500名黎巴嫩真主党成员。 以军方估计，受伤无法战斗的黎真主党成员约有7000人。 以色列军方还表示，黎真主党虽实力被大幅削弱，但并未被摧毁，仍保留着约一半的实力。 以色列国防军正积极执行停火协议，并阻止真主党在黎巴嫩南部重新建立武装和基础设施。 黎巴嫩真主党方面暂无回应。 以色列总理办公室26日晚宣布，以色列安全内阁当晚以10比1的投票结果批准以色列与黎真主党的停火 协议。 黎真主党表示，接受该协议。 这一停火协议于当地时间27日凌晨4时生效。 ...

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This isn't an easy period for Yum! Brands, Inc. (NYSE: YUM ), owner of the KFC, Taco Bell, and Pizza Hut brands. I last covered the stock nearly a year ago, rating it a 'Buy'. Yum'sI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Investor'.Analyst’s Disclosure: ...

文章核心观点 - AMD的股价在过去一个月下跌了8.3%，表现逊于S&P 500。市场关注其即将发布的财报是否会扭转这一趋势 [1] 财务表现 - AMD第三季度非GAAP每股收益为92美分，超出Zacks共识预期1.10%，同比增长31.4% [2] - 第三季度营收为68.2亿美元，超出Zacks共识预期1.59%，同比增长17.6%，环比增长17% [2] - 数据中心营收同比增长122.1%至35.5亿美元，占总营收的52%，环比增长25% [3] - 客户端营收同比增长29.5%至18.8亿美元，占总营收的27.6%，环比增长26% [6] - 游戏业务营收同比下降69.3%至4.62亿美元，占总营收的6.8%，环比下降29% [6] - 嵌入式业务营收为9.27亿美元，同比下降25.4%，但环比增长8%，占总营收的13.6% [6] - 非GAAP毛利率同比增长300个基点至54%，主要受益于数据中心和客户端业务的增长 [7] - 非GAAP运营费用同比增长15.3%至17.2亿美元 [8] - 非GAAP运营利润率同比增长300个基点至25% [9] 资产负债表与现金流 - 截至2024年9月28日，AMD的现金及现金等价物为38.9亿美元，较6月29日的41.1亿美元有所下降 [10] - 总债务保持不变，仍为17.2亿美元 [11] - 第三季度运营现金流为6.28亿美元，较第二季度的5.93亿美元有所增加 [12] - 自由现金流为4.96亿美元，较第二季度的4.39亿美元有所增加 [12] 未来展望 - AMD预计第四季度营收为75亿美元（±3亿美元），同比增长约22%，环比增长约10% [13] - 预计数据中心、客户端和游戏业务将环比增长，但嵌入式和游戏业务将同比下降 [14] - 预计第四季度非GAAP毛利率约为54%，非GAAP运营费用约为20.5亿美元 [14] 市场反应与分析师观点 - 过去一个月，投资者对AMD的预期有所下降，共识预期下调了5.45% [16] - AMD的VGM综合评分为D，其中增长评分为D，动量评分为B，价值评分为D [17] - AMD的Zacks排名为3（持有），预计未来几个月股价表现将与市场持平 [18] 行业对比 - 同行业的IBM在过去一个月股价上涨了10.8% [19] - IBM第三季度营收为149.7亿美元，同比增长1.5%，每股收益为2.30美元，同比增长4.5% [20] - IBM当前季度的每股收益预期为3.76美元，同比下降2.8%，Zacks共识预期在过去30天内保持不变 [20] - IBM的Zacks排名为3（持有），VGM评分为C [21]