AAON, Inc.: Strong Data Center Demand Masking Some Concerns — Neutral

AAON   Seeking Alpha — May 12, 2025

AAON, Inc. has experienced a significant recent stock run due to strong Q1 results, driven by surging data center demand. However, that demand is masking some other concerns such as falling margins, insider selling, and quite stretched valuations in the stock. An analysis around AAON, Inc. stock follows in the paragraphs below.

image for news AAON, Inc.: Strong Data Center Demand Masking Some Concerns

WEYS Stock Up 6% Despite Q1 Earnings Down Y/Y on Soft Retail Results — Negative

WEYS   Zacks Investment Research — May 12, 2025

Weyco's Q1 earnings fall year over year on weak retail sales, but strategic inventory moves and pricing plans help offset looming tariff pressures.

image for news WEYS Stock Up 6% Despite Q1 Earnings Down Y/Y on Soft Retail Results

EML Q1 Earnings Dip Y/Y Amid Truck Market Headwinds, Stock Up 9% — Negative

EML   Zacks Investment Research — May 12, 2025

Eastern's Q1 earnings decline year over year amid heavy-duty truck market slowdown, trims SG&A, boosts efficiency and eyes growth through strategic changes.

image for news EML Q1 Earnings Dip Y/Y Amid Truck Market Headwinds, Stock Up 9%

Disney ETFs in Focus Post Q2 Earnings — Neutral

DIS   Zacks Investment Research — May 12, 2025

Look at ETFs with exposure to Disney as the media giant reports second-quarter fiscal 2025 earnings beating estimates.

image for news Disney ETFs in Focus Post Q2 Earnings

Pan American Silver to acquire MAG Silver in $2.1B deal — Neutral

MAG  PAAS   Proactive Investors — May 12, 2025

Pan American Silver Corp. (TSX:PAA, NASDAQ:PAAS) shares slumped more than 16% after it announced it will be acquiring MAG Silver Corp (TSX:MAG) in a deal valued of US$2.1 billion. Per the terms of the deal, MAG shareholders can choose to receive US$20.54 per share in cash, 0.755 common shares of Pan American per MAG share, or a mix of both, with the total cash portion capped at US$500 million.

image for news Pan American Silver to acquire MAG Silver in $2.1B deal

Atlanta Braves Holdings, Inc. (NASDAQ:BATRA ) Q1 2025 Earnings Conference Call May 12, 2025 10:00 AM ET Company Participants Cameron Rudd - Vice President of Investor Relations Terence McGuirk - Chairman, President and Chief Executive Officer Derek Schiller - President and Chief Executive Officer of Atlanta National League Baseball Club Mike Plant - President and Chief Executive Officer of Braves Development Company Jill Robinson - Chief Financial Officer Conference Call Participants Barton Crockett - Rosenblatt Securities Benjamin Swinburne - Morgan Stanley Operator Greetings. Welcome to the Atlanta Braves Holdings First Quarter 2025 Earnings Call.

image for news Atlanta Braves Holdings, Inc. (BATRA) Q1 2025 Earnings Call Transcript

Why ODP Corp. (ODP) Might be Well Poised for a Surge — Positive

ODP   Zacks Investment Research — May 12, 2025

ODP Corp. (ODP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Why ODP Corp. (ODP) Might be Well Poised for a Surge

Surging Earnings Estimates Signal Upside for Root (ROOT) Stock — Positive

ROOT   Zacks Investment Research — May 12, 2025

Root (ROOT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Surging Earnings Estimates Signal Upside for Root (ROOT) Stock

Surging Earnings Estimates Signal Upside for Sezzle Inc. (SEZL) Stock — Positive

SEZL   Zacks Investment Research — May 12, 2025

Sezzle Inc. (SEZL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Surging Earnings Estimates Signal Upside for Sezzle Inc. (SEZL) Stock

Earnings Estimates Rising for StoneCo (STNE): Will It Gain? — Positive

STNE   Zacks Investment Research — May 12, 2025

StoneCo (STNE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for StoneCo (STNE): Will It Gain?

Earnings Estimates Rising for GRINDR INC (GRND): Will It Gain? — Positive

GRND   Zacks Investment Research — May 12, 2025

GRINDR INC (GRND) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Rising for GRINDR INC (GRND): Will It Gain?

FFND: ETF With High Fees, High Risk, And Recent Reshuffling — Negative

FFND   Seeking Alpha — May 12, 2025

One Global ETF is a thematic ETF with 89 global stocks, focusing on secular trends like green energy, online shopping, and cybersecurity. FFND changed its name and strategy in April 2025, shifting from U.S. equities to global equities. The fund has underperformed the S&P 500 benchmark and competitors, exhibiting high volatility, deep drawdowns and weak performance.

image for news FFND: ETF With High Fees, High Risk, And Recent Reshuffling

Liberty Media Corporation - Liberty Formula One Series C (FWONK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Why Liberty Media Corporation - Liberty Formula One Series C (FWONK) Might be Well Poised for a Surge

FCPT Acquires Three Express Oil Change & Tire Engineers Properties — Positive

FCPT   Zacks Investment Research — May 12, 2025

Four Corners Property Trust announces the acquisition of three Express Oil Change & Tire Engineers properties for $9.5 million.

image for news FCPT Acquires Three Express Oil Change & Tire Engineers Properties

Buy, Sell or Hold Cisco Systems Stock? Key Tips Ahead of Q3 Earnings — Positive

CSCO   Zacks Investment Research — May 12, 2025

CSCO's third-quarter fiscal 2025 performance is likely to reflect improving demand in the networking domain and strong growth in the Security business.

image for news Buy, Sell or Hold Cisco Systems Stock? Key Tips Ahead of Q3 Earnings

JPMorgan analyst Sebastiano C Petti maintained a Neutral rating on Gogo Inc GOGO with a price target of $11 on Friday.

image for news Gogo's 5G Rollout, Faster Synergies, Strong Free Cash Flow Outlook Prompt Analyst Optimism

Final Trades: Citigroup, Truist Financial and Amazon — Neutral

AMZN  C  TFC   CNBC Television — May 12, 2025

The Investment Committee give you their top stocks to watch for in the second half.

image for news Final Trades: Citigroup, Truist Financial and Amazon

Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause — Positive

NKE  FIVE  SN  YETI   Barrons — May 12, 2025

Nike, Yeti, SharkNinja, and Five Below are Buys right now. So are chip, auto, and manufacturing names, experts said.

image for news Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause

Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves.

image for news Trade Tracker: Stephanie Link sells Eli Lilly and buys more Intuitive Surgical

Calls Out Urgent Governance Crisis and Looming Default Risk; Reiterates Prior Offer and Calls on Board of Directors to Engage in Good Faith Discussions Calls Out Urgent Governance Crisis and Looming Default Risk; Reiterates Prior Offer and Calls on Board of Directors to Engage in Good Faith Discussions

image for news Resurgent Realty Trust Issues Open Letter to Generation Income Properties, Inc. (“GIPR”)