I'm targeting value in overlooked sectors, highlighting Merck and Federal Realty as top picks for income and upside potential. Merck offers a low 8.5x PE, a 4.3% yield, a robust drug pipeline, and resilient growth despite Gardasil headwinds and tariff pressures. Federal Realty has premier assets, rising occupancy, low tenant risk, and a 4.5% yield, trading well below historical valuation multiples.

Shares of Bath & Body Works (BBWI) fell after the personal care and home fragrance retailer shook up its top leadership, gave preliminary first-quarter results, and reiterated its 2025 outlook.

BABA beats earnings by 16.89%. With cloud growth surging, AI revenues tripling, and shares at just 11.07X P/E, this undervalued e-commerce giant is a smart buy for 2025.

H focuses on an asset-light business model to navigate economic volatility and drive growth. However, softening of customer behavior is a concern.

Cisco managed to generate a 4% upside in EPS, with a $0.96 print (versus the $0.92 estimate) on a 1% revenue upside surprise. The Splunk acquisition is likely the bigger deal for Cisco, as the acquisition greatly enlarges the security division at Cisco, and is expected to be an area of growth for the network giant. This blog's internal model values Cisco closer to $70–$75, so the discount to perceived fair value isn't that yawning, while Morningstar's fair value is mid-$50s.

SEA is Southeast Asia's e-commerce leader, excelling in vision, execution, and now sustainable free cash flow generation. Shopee, SEA's e-commerce platform, is turning profitable, with potential for 12% EBITDA margin by 2027 and significant earnings growth. Valuation is attractive at 0.7x PEG, with a 2025 price target of $205 and over 100% upside potential by 2027.

Blaize Holdings, Inc. remains a Strong Buy for me, driven by its niche Edge AI focus and strong forward guidance for 2025-2026. Despite a 60% stock drop since my last coverage, my thesis is unchanged as key revenue is expected later in 2025 and 2026. I see Q1 as a transitory quarter. Significant risks include heavy dilution (25-45% by 2026), reliance on management's guidance, and high volatility typical of SPAC microcaps.

CrowdStrike's disappointing profit outlook for fiscal 2026, coupled with rising costs and deteriorating margins, makes it less attractive for the near term.

NEW YORK CITY, NY / ACCESS Newswire / May 19, 2025 / Pomerantz LLP announces that a class action lawsuit has been filed against Bakkt Holdings, Inc. ("Bakkt" or the "Company") (NYSE:BKKT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.

NEW YORK CITY, NY / ACCESS Newswire / May 19, 2025 / Pomerantz LLP announces that a class action lawsuit has been filed against Zenas BioPharma, Inc. ("Zenas" or the "Company") (NASDAQ:ZBIO). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.

NEW YORK, NY / ACCESS Newswire / May 19, 2025 / If you suffered a loss on your Viatris Inc. (NASDAQ:VTRS) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/viatris-inc-lawsuit-submission-form-2?prid=149220&wire=1&utm_campaign=27 or contact Joseph E. Levi, Esq.

NEW YORK, NY / ACCESS Newswire / May 19, 2025 / If you suffered a loss on your Perpetua Resources Corp. (NASDAQ:PPTA) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/perpetua-resources-corp-lawsuit-submission-form?prid=149219&wire=1&utm_campaign=5 or contact Joseph E. Levi, Esq.

NEW YORK, NY / ACCESS Newswire / May 19, 2025 / Pomerantz LLP announces that a class action lawsuit has been filed against Everus Construction Group, Inc. ("Everus" or the "Company") (NYSE:ECG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.

Pomerantz LLP announces that a class action lawsuit has been filed against Viatris, Inc. ("Viatris" or the "Company") (NASDAQ:VTRS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.

NEW YORK CITY, NY / ACCESS Newswire / May 19, 2025 / Pomerantz LLP announces that a class action lawsuit has been filed against Ibotta, Inc. ("Ibotta" or the "Company") (NYSE:IBTA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext.

I see a path to $60 per share by summer 2026, driven by resilient fundamentals and a focused, restaurant-specific product offering. I'm not ignoring the risks, but Toast's fundamentals are simply too strong to overlook right now. I see a realistic path to $600 million in FCF over the next year, which justifies today's valuation.

America's biggest bank says businesses and consumers are resilient in the face of uncertainty. As such, JPMorgan Chase is projecting that it could earn more from interest payments this year, according to a Reuters report Monday (May 19) from the bank's annual presentation to investors and analysts.

As Berkshire Hathaway (NYSE:BRK-B) CEO Warren Buffett steps to the side to make way for a new chief executive at the investing conglomerate, investors of all stripes will certainly be lining up to learn whatever lessons can be learned from his six decades leading one of the world's most respected and renowned companies.

Evercore's Amit Daryanani says Apple faces a threat to around 20% of its earnings if two legal threats turn out badly.

RBC's fiscal fourth-quarter revenues increase 5.8% year over year, driven by strong performances across its segments.