Booking Holdings: Fairly Valued Market Leader With Margin Expansion Opportunities — Positive
BKNG Seeking Alpha — July 10, 2025Booking Holdings is expanding its alternative accommodations segment faster than Airbnb. The company enjoys the benefits of holding customer funds, which translates into positive net working capital. AI-driven innovations and connected trips are expected to boost margins and support a 15% EPS CAGR.
Wolfspeed: The Wolf Is Shedding Its Debt, Not Its Teeth — Positive
WOLF Seeking Alpha — July 10, 2025Wolfspeed, Inc. is set to rebuild with Apollo and Renesas. Aiming to slash about $4.6 billion in debt. This positioning the company for a turnaround after Chapter 11 protection. Renesas converts $2 billion deposit into equity. They take a 38.7% share in Wolfspeed and become its largest stakeholder. A bullish sign showing strong strategic backing for the company's recovery. New management appointments and higher fab utilization could drive margin improvements, which they aim to do post-rebuild with a clean slate.
Following the release of FY 2025 results, Brown-Forman's share price has hit a fresh multi-year low. Although fiscal year 2026 will present certain challenges for the business, it seems that negative market sentiment has gone too far. The stock appears significantly undervalued based on its ability to derive industry-leading margins.
Yeti's stock is deeply undervalued after a 70% decline, now trading at 8.9x EV/EBITDA, presenting a compelling entry point. I see three catalysts for a turnaround: margin expansion via DTC growth, international expansion, and product diversification. If management executes well, I expect ~15% revenue growth, margin improvement, and a fair value of $56 per share—73% upside.
BP to Divest Netherlands-Based Retail & EV Businesses to Catom — Neutral
BP Zacks Investment Research — July 10, 2025BP is set to sell its Dutch retail and EV charging business to Catom, advancing its $20B divestment plan and strategic shift.
Can MP and DoD Rebuild America's Rare Earth Magnet Supply Chain? — Positive
MP Zacks Investment Research — July 10, 2025MP Materials teams with the DoD in a 10-year deal to boost rare earth magnet output and cut U.S. reliance on foreign supply chains.
ASTH or CHE: Which Is the Better Value Stock Right Now? — Neutral
ASTH CHE Zacks Investment Research — July 10, 2025Investors looking for stocks in the Medical - Outpatient and Home Healthcare sector might want to consider either Astrana Health, Inc. (ASTH) or Chemed (CHE). But which of these two stocks offers value investors a better bang for their buck right now?
KD vs. APP: Which Stock Is the Better Value Option? — Positive
APP KD Zacks Investment Research — July 10, 2025Investors interested in Technology Services stocks are likely familiar with Kyndryl Holdings, Inc. (KD) and AppLovin (APP). But which of these two companies is the best option for those looking for undervalued stocks?
BSAC or NU: Which Is the Better Value Stock Right Now? — Neutral
BSAC NU Zacks Investment Research — July 10, 2025Investors interested in Banks - Foreign stocks are likely familiar with Banco Santander-Chile (BSAC) and Nu Holdings Ltd. (NU). But which of these two stocks offers value investors a better bang for their buck right now?
UMC vs. IFNNY: Which Stock Should Value Investors Buy Now? — Positive
IFNNY UMC Zacks Investment Research — July 10, 2025Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either United Microelectronics Corporation (UMC) or Infineon Technologies AG (IFNNY). But which of these two companies is the best option for those looking for undervalued stocks?
FHI vs. BLK: Which Stock Is the Better Value Option? — Neutral
BLK FHI Zacks Investment Research — July 10, 2025Investors looking for stocks in the Financial - Investment Management sector might want to consider either Federated Hermes (FHI) or BlackRock (BLK). But which of these two stocks offers value investors a better bang for their buck right now?
BAESY or EH: Which Is the Better Value Stock Right Now? — Positive
BAESY EH Zacks Investment Research — July 10, 2025Investors looking for stocks in the Aerospace - Defense Equipment sector might want to consider either Bae Systems PLC (BAESY) or EHang Holdings Limited Unsponsored ADR (EH). But which of these two companies is the best option for those looking for undervalued stocks?
AFYA or LOPE: Which Is the Better Value Stock Right Now? — Neutral
AFYA LOPE Zacks Investment Research — July 10, 2025Investors looking for stocks in the Schools sector might want to consider either Afya (AFYA) or Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?
QGEN or EXAS: Which Is the Better Value Stock Right Now? — Neutral
EXAS QGEN Zacks Investment Research — July 10, 2025Investors looking for stocks in the Medical - Biomedical and Genetics sector might want to consider either Qiagen (QGEN) or Exact Sciences (EXAS). But which of these two stocks presents investors with the better value opportunity right now?
Ford Recalls Over 850,000 Vehicles—Including F-150s, Expeditions And Mustangs—Over Possible Fuel Pump Failure — Negative
F Forbes — July 10, 2025Ford Motor Company is recalling over 850,000 units due to low-pressure fuel pumps which could fail and lead to an engine stall while driving, according to a Monday notice from the National Highway Traffic Safety Administration.
Shares of Brazil's Embraer slide as analysts warn of impact from Trump tariffs — Negative
ERJ Reuters — July 10, 2025Shares of Brazilian planemaker Embraer fell sharply on Thursday after U.S. President Donald Trump said he would impose a 50% tariff on all imports from the South American country.
Visa in a Wallet-Driven World: Can It Stay Indispensable? — Neutral
V Zacks Investment Research — July 10, 2025V adapts to a wallet-first, crypto-curious world with token tech and fintech alliances to stay ahead.
The ALPS Electrification Infrastructure ETF (ELFY) rose 4.77% in June, driven by record extreme heat, rising electricity consumption from artificial intelligence data centers, and renewed focus on U.S. grid modernization. Industrials Led ELFY's Sector Performance Backup power manufacturer Generac (GNRC) rallied 17.26%, as power outages from extreme weather underscored demand for reliable energy sources.
Earlier this year, when domestic and macroeconomic uncertainty kicked up, many advisors chose to broaden their equity exposure into international companies. At the time, this made plenty of sense.
Will Budget Slash Cut Lockheed's Nuclear Space Propulsion Flight Short? — Negative
LMT Zacks Investment Research — July 10, 2025LMT's DRACO project cut by budget slashes, but its deep NASA ties and NEP work keep its space ambitions alive.
