ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Red Cat Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RCAT — Neutral
RCAT GlobeNewsWire — June 24, 2025NEW YORK, June 24, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Red Cat Holdings, Inc. (NASDAQ: RCAT) between March 18, 2022 and January 15, 2025, both dates inclusive (the “Class Period”), of the important July 22, 2025 lead plaintiff deadline.

Rocky Mountain Stock Rises Despite Lower Q4 Earnings, Sales Surge Y/Y — Positive
RMCF Zacks Investment Research — June 24, 2025RMCF reports higher sales and rolls out major operational upgrades in fourth-quarter fiscal 2025, even as losses deepen amid rising costs.

STAG Industrial, Inc. trades at a relative discount in the industrial REIT sector, offering an attractive entry point for defensive investors. Strong leasing spreads and lease escalators are driving reliable FFO and NOI growth, despite higher interest expenses. The balance sheet carries elevated leverage, but diversified assets and reliable growth offset that risk.

BSM remains a BUY due to the upcoming Culberson County oil pad, which should boost high-margin oil production and revenue starting in late 2024. Recent natural gas price recovery led to the first production increase in over a year, but declining oil output offset revenue gains. Q1 results were mixed: higher revenue from natural gas, but distribution coverage dipped due to falling oil production and unusual exploration and G&A expenses.

Meta Approached Multiple AI Startups for Potential Acquisition — Positive
META PYMNTS — June 24, 2025Meta CEO Mark Zuckerberg is on an artificial intelligence talent acquisition spree, reportedly approaching several high-profile AI startups for a potential acquisition. [contact-form-7] According to multiple news reports, these startups included the following: Perplexity AI Runway Thinking Machines, which was co-founded by OpenAI's former CTO Mira Murati.

Thryv Holdings: Still Thriving, Despite The Zig-Zag In Sentiment — Positive
THRY Seeking Alpha — June 24, 2025Thryv continues to make its SaaS transformation, with the company's cloud-based marketing software business now making up over 61% of revenue. However, sentiment for THRY stock continues to zig-zag, as investors question whether the SaaS business will grow fast enough to overcome the demise of Thryv's legacy phone book publishing business. While uncertainty remains, THRY's valuation more than accounts for this, given the current stock price, relative to the company's potential value, when the transformation is completed in 2030.

Can Broadcom's VCF Bet Aid Infrastructure Software Revenues? — Neutral
AVGO Zacks Investment Research — June 24, 2025AVGO's VCF push drives 25% software revenue growth, with 87% of top clients now on its unified cloud platform.

PGR's Commercial Lines Fuels Growth: Can it Sustain the Momentum? — Positive
PGR Zacks Investment Research — June 24, 2025PGR's Commercial Lines now drive 14% of premiums, boosting margins and helping diversify beyond personal auto.

EWO: Financials And Cyclicals Explain The Poor Long-Term Performance — Neutral
EWO Seeking Alpha — June 24, 2025US stock valuations are extreme, so I'm seeking undervalued opportunities in overlooked markets like Austria. The iShares MSCI Austria ETF (EWO) offers exposure to Austrian stocks, with a 0.50% expense ratio, a 5.13% dividend yield, and only 19 holdings. Many of the holdings are cyclical, including banks, insurance companies, energy firms and construction-related companies.

Lumen Technologies: Deleveraging And AI, A Speculative Setup With Asymmetric Upside — Positive
LUMN Seeking Alpha — June 24, 2025Lumen is a high-risk, high-reward turnaround, with deep value at $4.20 and fair value estimated near $21 per share. The AT&T fibre sale will slash debt, boost free cash flow, and let Lumen focus on enterprise fibre for AI/cloud demand, driving long-term growth. Aggressive cost cuts, modernization, and AI-driven efficiencies are improving margins and cash flow, with EBITDA growth targeted for 2026.

U.S. Home Prices Edged Down 0.1% in May, Only the Fourth Monthly Drop in the Past Decade — Neutral
RDFN Business Wire — June 24, 2025SEATTLE--(BUSINESS WIRE)--(NASDAQ: RDFN) — U.S. home prices edged down 0.1% in May on a seasonally adjusted basis, according to a new report from Redfin (redfin.com), the technology-powered real estate brokerage. Home prices have only posted a month-over-month decline three other times in records dating back to 2012: April 2025, and August-September 2022—when mortgage rates were peaking. Home prices rose 3.6% on a year-over-year basis in May, down from 4.1% growth in April. It was the first tim.

Is SEI (SEIC) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
SEIC Zacks Investment Research — June 24, 2025SEI (SEIC) possesses solid growth attributes, which could help it handily outperform the market.

Adobe (ADBE) is an Incredible Growth Stock: 3 Reasons Why — Positive
ADBE Zacks Investment Research — June 24, 2025Adobe (ADBE) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Lincoln National Is Attractive Both From Valuation And Income Perspectives — Positive
LNC Seeking Alpha — June 24, 2025Lincoln National Corporation offers a high dividend yield and trades at a significant discount to book value, making it attractive for value and income investors. LNC is executing a turnaround, improving its balance sheet through asset sales and a strategic partnership with Bain Capital to reduce leverage and diversify investments. Profitability remains mixed, with annuities and group protection driving growth, but legacy life insurance losses and above-target leverage are ongoing challenges.

Jones Lang Stock Gains 14.7% in a Month: Will it Continue to Rise? — Positive
JLL Zacks Investment Research — June 24, 2025JLL is likely to gain from a wide range of products and services, resilient businesses, outsourcing demand and solid balance sheet.

Trump Media Stock is back to its starting point once again. Virtually all the gains are gone from the pre-merger January 2024 announcement low of about $17.50.

UK antitrust watchdog says Google may have to offer rival search options — Negative
GOOG GOOGL TechXplore — June 24, 2025Google could be forced to let British users choose whether to use rival search services, the country's antitrust watchdog said Tuesday as it proposed using new digital regulations to boost competition.

Why Apple potentially acquiring Perplexity could be big news for its stock — Positive
AAPL Market Watch — June 24, 2025The tech giant could find a way out of the “penalty box” and cure the perception that it's an AI laggard.
