The Walt Disney Company Is Currently Cheap Enough To Buy — Positive
DIS Seeking Alpha — May 12, 2025Disney exhibits strong profitability and growth, with impressive EBITDA and EPS growth rates, despite a slightly elevated valuation compared to industry peers. Peer analysis shows Disney as a solid performer, especially in growth metrics, making it a competitive player against companies like Netflix and Comcast. Recent earnings reports and the new Abu Dhabi theme park highlight Disney's resilience and strategic growth, enhancing its global presence without significant capital investment.

Cognex: Attractively Priced Despite Near-Term Headwinds — Positive
CGNX Seeking Alpha — May 12, 2025Cognex's business continues to face a fairly soft demand environment. A situation that could be exacerbated by tariffs. Looking beyond this, the adoption of automation will continue to increase, supported in part by the rapidly increasing capabilities of AI. If tariffs remain in place, reshoring could also provide a boost as companies invest in infrastructure to support the restructuring of supply chains.

BioHarvest Sciences advances CDMO project with Nasdaq-listed pharmaceutical company to next stage — Positive
BHST CNVCF Proactive Investors — May 12, 2025BioHarvest Sciences Inc. (NASDAQ:BHST) announced the successful transition of its contract development and manufacturing (CDMO) partnership with a Nasdaq-listed pharmaceutical company from Stage 1 to Stage 2, further validating its Botanical Synthesis technology for pharmaceutical applications. The contract, which began in early 2024, aims to develop a compound used in an approved drug product.

Eli Lilly Says Trial Patients Lost More Weight on Zepbound Than Rival's Wegovy — Positive
LLY WSJ — May 12, 2025The obesity drug helped patients reduce their waist size by an extra two inches compared to those on Novo Nordisk's Wegovy in a head-to-head study of the two drugs.

Nurses Speak Out on Burnout, Balance, and the Future of the Profession in New Survey — Neutral
AMN GlobeNewsWire — May 12, 2025Heart of Healthcare Under Pressure: 1 in 3 Nurses Near Retirement as Continued Volatility Persists Heart of Healthcare Under Pressure: 1 in 3 Nurses Near Retirement as Continued Volatility Persists

I moved 65% of my shares into JEPQ for income and plan to use dividends as wage replacement – is this a solid plan? — Positive
JEPQ 24/7 Wall Street — May 12, 2025There are some pretty bountiful ETFs out there that were designed to boast incredibly high yields.

Sportradar Group AG (SRAD) Q1 Earnings Top Estimates — Positive
SRAD Zacks Investment Research — May 12, 2025Sportradar Group AG (SRAD) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago.

Monday.com (MNDY) Q1 Earnings and Revenues Beat Estimates — Positive
MNDY Zacks Investment Research — May 12, 2025Monday.com (MNDY) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.61 per share a year ago.

Essential Utilities (WTRG) Q1 Earnings and Revenues Beat Estimates — Positive
WTRG Zacks Investment Research — May 12, 2025Essential Utilities (WTRG) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.73 per share a year ago.

Northwest Bancshares, Inc. Announces Board of Directors Leadership Transition — Neutral
NWBI PRNewsWire — May 12, 2025COLUMBUS, Ohio , May 12, 2025 /PRNewswire/ -- Northwest Bancshares, Inc. ("Northwest") (Nasdaq: NWBI), today announced a change in its board of directors as part of a leadership transition. As a result of his impending retirement from the board of directors in 2026, Timothy B.

C3is Inc. announces the date for the release of the first quarter 2025 financial and operating results — Neutral
CISS GlobeNewsWire — May 12, 2025ATHENS, Greece, May 12, 2025 (GLOBE NEWSWIRE) -- C3is Inc. (Nasdaq: CISS) (the “Company”), a ship-owning company providing seaborne transportation services, announced today that it will release its first quarter financial results for the period ended March 31, 2025 before the market opens in New York on May 15, 2025.

Fox streaming service to be called Fox One, launch before NFL season — Positive
FOX FOXA CNBC — May 12, 2025Fox will launch its upcoming direct-to-consumer streaming service, to be called Fox One, ahead of the NFL season. The streaming service will include all of Fox's content across news, sports and entertainment.

Power Solutions International's revenue growth is strong, driven by strong demand from its Data Center Products in the Power Systems segment. My earlier margin expansion thesis is not playing out, despite a favorable revenue mix shift, and tariffs can put further pressure here. Broad economy capex indicators and shrinking remaining performance obligations may indicate a reduced pace of growth ahead.

Facebook reaps significant economic benefits from content provided by news providers, study finds — Neutral
META TechXplore — May 12, 2025When it comes to Facebook, news matters—not the fake stuff but the real kind generated by working journalists.

Intellia Therapeutics Shares Have Struggled, But It's Now Go-Time (Rating Upgrade) — Neutral
NTLA Seeking Alpha — May 12, 2025Investors who've been looking for problems at Intellia Therapeutics have, during the past year, had an easy time finding them. A tendency to misinterpret helped. Investors complained about test results that were fine with medical experts and the FDA. The Street hated when NTLA dropped a lesser program and laid off some staff members. On 5/8/25, the Company reported further progress with two treatments that are now ensconced in Phase III of testing—a level only a third of new drugs reach.

Compass Diversified (CODI) Faces Securities Class Action After Admitting to Accounting “Irregularities” – Hagens Berman — Neutral
CODI GlobeNewsWire — May 12, 2025SAN FRANCISCO, May 12, 2025 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against Compass Diversified (NYSE: CODI) and certain of its executives after the company disclosed that it would restate its 2024 financial statements due to unrecorded financing arrangements and “irregularities” within its Lugano business unit. The suit, styled Matthews v. Compass Diversified Holdings, LLC, et al., No. 8:25-cv-00981 (C.D. Cal.), seeks to represent investors who purchased Compass Diversified securities between May 1, 2024 and May 7, 2025.

Walgreens is reportedly increasing its use of robots to fill prescriptions for its retail locations. Company officials told CNBC in a report Sunday (May 11) that the pharmacy hopes to have its 11 micro-fulfillment centers serving more than 5,000 stores before the year's end.

Federated Hermes Premier Municipal Income Fund declares dividend — Neutral
FHI FMN PRNewsWire — May 12, 2025PITTSBURGH , May 12, 2025 /PRNewswire/ -- Federated Hermes Premier Municipal Income Fund (NYSE: FMN) has declared a dividend. The fund seeks to provide investors with current dividend income that is exempt from regular federal income tax.

Upland Software Reports First Quarter 2025 Financial Results — Neutral
UPLD Business Wire — May 12, 2025AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based tools for digital transformation, today announced financial and operating results for the first quarter 2025 and issued guidance for its second quarter and full year of 2025. First Quarter 2025 Financial Highlights Total revenue was $63.7 million, a decrease of 10% from $70.7 million in the first quarter of 2024. Subscription and support revenue was $60.2 million, a decrease of 10% from $67.1 million i.

BioMarin Presents New Data for VOXZOGO® (vosoritide) in Children with Achondroplasia and Other Skeletal Conditions at Two International Endocrinology Meetings — Neutral
BMRN PRNewsWire — May 12, 2025New data in children under 5 years with achondroplasia showed treatment with VOXZOGO was associated with improvement in tibial bowing, a common cause of pain and impaired function Data from the largest retrospective, multi-year observational study of more than 600 children and adults with hypochondroplasia found significantly higher rates of comorbidities, surgeries and overall doctor visits SAN RAFAEL, Calif. , May 12, 2025 /PRNewswire/ -- BioMarin Pharmaceutical Inc. (Nasdaq: BMRN) today announced new data from studies of VOXZOGO ® (vosoritide), demonstrating meaningful impact on tibial bowing in children with achondroplasia and investigational early efficacy results in other skeletal conditions.
