Defense stocks were already outperforming. How the Iran conflict changes their outlook
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Why Nektar Therapeutics Stock Popped 6% on Friday
Key Points Investors were reacting to the biotech's second-quarter earnings report. Revenue was higher than analysts expected, although the net loss was deeper than the consensus. 10 stocks we like better than Nektar Therapeutics › Biotech Nektar Therapeutics (NASDAQ: NKTR) unveiled its latest quarterly earnings after the stock market's close on Thursday, and the investor reaction was strong the following day. Happily for Nektar, it was largely positive, and the share price increased by 6% today. This was well higher than the 0.8% gain posted by the S&P 500 index. Sweet results In its second quarter, Nektar booked total revenue of just under $11.2 million, which was less than half of the nearly $23.5 million in the same period of 2024. All of this derived from noncash royalty revenue connected to the sales of future royalties. This isn't unusual for a biotech without a commercialized product that depends on royalties and other payouts from partners. Nektar added that its cash and investments in marketable securities stood at just under $176 million at the end of the quarter (June 30). That, plus the roughly $107.5 million it should reap from a recent secondary share issue, should fund its operations into the first quarter of 2027. Meanwhile, the company's net loss for the second quarter was slightly over $39 million, or $2.78 per share. On average, analysts were projecting Nektar would book $9.7 million in revenue and a net loss of only $0.20 per share. I should note here that it can be challenging for even the most experienced professionals to estimate the results of biotechs that don't draw meaningful revenue from commercialized products. On a fast track All that said, there are several potential tailwinds for Nektar just now, and the company wasn't shy about itemizing them in its earnings release. Among the more promising is the U.S. Food and Drug Administration granting its Fast Track designation for rezpegaldesleukin, Nektar's investigational drug targeting severe-to-very-severe alopecia areata (a skin disorder). Do the experts think Nektar Therapeutics is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Nektar Therapeutics make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,047% vs. just 181% for the S&P — that is beating the market by 865.68%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* The 10 stocks that made the cut could produce monster returns in the coming years. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Nektar Therapeutics Stock Popped 6% on Friday was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 hours ago
- Yahoo
Why Integral Ad Science's Stock Crushed the Market on Friday
Key Points All three revenue categories for the company saw year-over-year rises in its latest reported quarter. With that, it wasn't too hard for the company to score beats on both revenue and profitability. 10 stocks we like better than Integral Ad Science › The stock of digital advertising analysis company Integral Ad Science (NASDAQ: IAS) enjoyed a double-digit jump on Friday. The shares rose a hearty 12%-plus following the release of second-quarter earnings after market close on Thursday. That was far more than good enough to beat the benchmark S&P 500 index, which ticked up 0.8% Friday. A good client list Integral's revenue rose 16% year over year during the period to slightly north of $149 million. Much of this growth came from the company's optimization services, which drew nearly $68 million for a 16% rise. Measurement revenue also advanced, although at a more modest 8%, to $57 million. Bringing up the rear was publisher revenue, enjoying a 36% increase to over $24 million. The improvement on the bottom line was more impressive, with net income under generally accepted accounting principles (GAAP) more than doubling to $16.4 million ($0.10 per share) from the year-ago profit of $7.7 million. Both headline numbers were well above the consensus analyst estimates. On average, pundits tracking Integral stock were estimating the company would register a bit over $143 million on the top line and earn a GAAP profit of $0.04 per share. We live in a world awash with advertising, and the digital segment is particularly active. There is a right time/right place quality to Integral, which has secured heavyweight clients such as social media giant Meta Platforms and ride-sharing specialist Lyft. Topping up top-line guidance Compounding the solid second-quarter results, Integral also increased revenue guidance for the entirety of 2025. It now believes its total top line will come in at $597 million to $605 million. Adjusted earnings before interest, taxes, depreciation, and amortization are forecast to hit $208 million to $214 million. Should you invest $1,000 in Integral Ad Science right now? Before you buy stock in Integral Ad Science, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Integral Ad Science wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool recommends Integral Ad Science and Lyft. The Motley Fool has a disclosure policy. Why Integral Ad Science's Stock Crushed the Market on Friday was originally published by The Motley Fool
Business Insider
2 hours ago
- Business Insider
Short Report: Clear Secure bears cover as strong guidance lifts shares
Welcome to this week's installment of 'The Short Interest Report' – The Fly's weekly recap of short interest trends among some of the most widely followed high-short-float stocks. Using the data from our partner which utilizes the latest information from stock lenders to estimate short interest changes for thousands of publicly traded companies, this report will screen for some of biggest changes in short interest as a percentage of free float and days-to-cover ratios while also considering the short interest data on some of the more volatile and heavier-traded names of the week. Based on the availability of data from Ortex, the report tracks the trading period that covers prior Friday through Thursday of this week, excluding holidays. As a basis of comparison for stocks discussed below, the S&P 500 index was flat, the Nasdaq Composite was up 0.6%, the Russell 2000 index up 0.1%, the Russell 2000 Growth ETF (IWO) was up 0.3%, and the Russell 2000 Value ETF (IWN) was up 0.2% in the five-day trading session range through August 7. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. SHORT INTEREST GAINERS Ortex-reported short interest in Lucid Group (LCID) had troughed at a two-month low of about 29% heading into the company's August 5th earnings, though with investors disappointed Lucid's wider than expected loss, bears are again boosting their exposure. Shorts as a percentage of free float accelerated from 29.5% to 31.8% and days-to-cover on the higher-end EV automaker rose from 4.3 to 5.3, with little relative trading volume increases accompanying its quarterly results. Just three weeks ago, the stock experienced an intra-day spike of nearly 50% when the company announced an autonomous robotaxi partnership with Uber and Nuro, with the aim to deploy 20,000 or more Lucid vehicles equipped with the Nuro Driver over six years. Since then however, all of those gains have been erased. This week, Lucid shares fell 13% in the five-day period covered, and the stock is now down 29.5% year-to-date. Ortex-reported short interest in Enovix (ENVX) had fallen to a multi-year low around 19% in late July, though with the stock also reversing much of its recent rally following a modest beat and in-line Q3 outlook after its July 31st earnings, bears are also turning less leary. Shorts as a percentage of free float on the name rose from 19.2% to 22.1%, though days-to-cover is down from 8.4 to 7.8 given the increase in trading volume. Enovix shares were down 18% in the five-day period covered, though even after Friday's 2% slide, the stock is down just 1% year-to-date. Ortex-reported short interest in Frontier Group (ULCC) is flying higher as the stock price has resumed its descend following a wider than expected Q2 loss and disappointing guidance for Q3. Shorts as a percentage of free float on Frontier rose from 27.6% to 31.2%, matching the highs above 31% set in mid- and late-June, while days-to-cover on the budget airline jumped from 5.4 to 6.8 despite large trading volume the day of and the day after earnings on August 5th and 6th. The turbulent stock, meanwhile, was down 24% in the five-day period through Thursday, having fully erased its June 23 to July 29 trough to peak 53% rally and closing in on this year's low. SHORT INTEREST DECLINERS Ortex-reported short interest in Clear Secure (YOU) is caving after the company reported Q2 results that saw a beat on revenue and also better than expected outlook for sales in Q3. Shorts as a percentage of free float – already down from outsized high-30% levels seen in mid-June – had settled into mid-20% levels but fell further from 24.3% to 21.7% – a three-month low – this week on post-earnings short-covering. Days to cover also retreated from 5.4 to 5.1 as volumes ticked higher. The stock was up as much as 14% intraday following Clear Secure's results and gained 8.6% overall during the five-day period covered through Thursday. Year-to-date, shares are now up 20%. Ortex-reported short interest in Birkenstock (BIRK) is down sharply heading into the company's Q3 results this coming Thursday. Coming out of its earnings in Q2 in May, the stock jumped a solid 6%. Shorts as a percentage of free float had reached 2025 highs around 25% earlier in the week but collapsed to 16% just as shares slipped to three-week lows. Low trading volume this week lifted the days-to-cover on the name however from 3.4 to 4.2. Over the five-day period covered, Birkenstock shares traded down by 3.2% and have now shed 15% year-to-date.
