Latest news with #DADavidson
Yahoo
3 days ago
- Business
- Yahoo
DA Davidson Keeps Buy Rating on Shift4 Payments (FOUR)
On June 5, DA Davidson analysts maintained a Buy recommendation on Shift4 Payments, Inc. (NYSE:FOUR) with a $124 price target. The company has shown solid momentum, and the analysts' decision comes in light of Global Blue's financial results for the fourth fiscal quarter and full-year 2025. Shift4 announced the acquisition of Global Blue for $7.50 per common share in cash back in February 2025. A business person using a mobile point of sale device outside of a retail store. Global Blue disclosed a 20% year-over-year boost in total revenue, coming in at €508 million. The company's adjusted EBITDA grew 36% year-over-year and reached €202 million. However, even with these encouraging financials, DA Davidson analysts mentioned that they do not foresee notable changes to their initial forecasts of Shift4 numbers. Meanwhile, the Buy rating reflects steady confidence by analysts in the company. Shift4 Payments, Inc. (NYSE:FOUR) delivers end-to-end commerce solutions, combining modern POS systems with omnichannel payment processing across industries. With a growing footprint in hospitality, retail, and e-commerce, Shift4 is scaling through tech-forward solutions like SkyTab and Shift4Shop. The company was established in 1999 and is headquartered in Pennsylvania. While we acknowledge the potential of FOUR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025. Disclosure: None.
Yahoo
3 days ago
- Business
- Yahoo
DA Davidson Reiterates Buy Rating on MongoDB (MDB), Keeps PT
On June 5, DA Davidson analysts reiterated a 'Buy' rating on MongoDB Inc. (NASDAQ:MDB) stock and stuck with the $275 price target. The analysts asserted the rating and price target in response to the company's robust performance in the first quarter. Copyright: limonzest / 123RF Stock Photo MongoDB delivered Atlas and Non-Atlas revenue that topped analysts' expectations, contributing to a 19.2% year-over-year revenue increase. The company achieved non-GAAP earnings per share of $1.00, better than $0.66 expected. Revenue in the quarter totaled $549 million, above the $528.2 million expected. While Atlas consumption remained under pressure in April, it bounced back in May. On the other hand, Atlas's growth accelerated by 26% compared to 24% in the first quarter of last year. Following the better-than-expected first quarter results, MongoDB raised its fiscal year 2026 guidance due to some non-Atlas timing advantages realized in the quarter. It now expects full-year revenue to range between $2.25 billion and $2.29 billion, signaling confidence in continued growth. The company also increased its operating profit projections to affirm improvements in operational efficiency. DA Davidson reaffirmed the Buy rating buoyed by the company's strategic focus on operational efficiency. MongoDB is a company that develops and supports the MongoDB database, a popular NoSQL database known for its flexibility and scalability. It provides a multi-cloud developer data platform, including cloud-based services like MongoDB Atlas, and caters to a wide range of industries, including financial services, telecommunications, and healthcare. While we acknowledge the potential of MDB as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: and. Disclosure: None. Sign in to access your portfolio
Yahoo
4 days ago
- Business
- Yahoo
DA Davidson Keeps Buy Rating on Shift4 Payments (FOUR)
On June 5, DA Davidson analysts maintained a Buy recommendation on Shift4 Payments, Inc. (NYSE:FOUR) with a $124 price target. The company has shown solid momentum, and the analysts' decision comes in light of Global Blue's financial results for the fourth fiscal quarter and full-year 2025. Shift4 announced the acquisition of Global Blue for $7.50 per common share in cash back in February 2025. A business person using a mobile point of sale device outside of a retail store. Global Blue disclosed a 20% year-over-year boost in total revenue, coming in at €508 million. The company's adjusted EBITDA grew 36% year-over-year and reached €202 million. However, even with these encouraging financials, DA Davidson analysts mentioned that they do not foresee notable changes to their initial forecasts of Shift4 numbers. Meanwhile, the Buy rating reflects steady confidence by analysts in the company. Shift4 Payments, Inc. (NYSE:FOUR) delivers end-to-end commerce solutions, combining modern POS systems with omnichannel payment processing across industries. With a growing footprint in hospitality, retail, and e-commerce, Shift4 is scaling through tech-forward solutions like SkyTab and Shift4Shop. The company was established in 1999 and is headquartered in Pennsylvania. While we acknowledge the potential of FOUR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025. Disclosure: None. Sign in to access your portfolio
New York Times
02-06-2025
- Business
- New York Times
What if Google Just Broke Itself Up? A Tech Insider Makes the Case.
Google has lost two important antitrust cases in the past year. Its search business is threatened and its stock is stalled. Federal prosecutors are pushing for it to divest various businesses. Unless the company can pull off a few miracles in court, it will be forced to shrink. There's another possibility. Instead of resisting change, Google could accelerate it. It could spin off huge chunks of itself into independent entities. That would be a very Silicon Valley power move: Break yourself up before courts can break you up. In an era when Big Tech is under suspicion, a maneuver like this would probably be applauded across the political spectrum. For a company that used to have the motto 'Don't be evil,' such redemption might be irresistible. The Department of Justice wants Google to sell its Chrome browser and its ad network, and maybe its Android mobile business, to fix its monopoly problems. But Gil Luria, a technology analyst with D.A. Davidson & Co., an investment firm based in Montana with $6 billion under management, is thinking bigger. Much bigger. He published a research note on May 12 saying Google had become a conglomerate. This was not a compliment. He meant that Google offered an array of products and services that often have little relationship to each other, including the Waymo self-driving taxi service, YouTube, a cloud storage business, a search firm and an ad network, among other things. Google's $2 trillion stock market valuation is driven by search advertising, which generates more than half of its revenues. Search is also the part of the company under the most pressure as artificial intelligence begins to answer queries. Google searches in Apple's Safari browser fell for the first time ever in April. That's one big reason Google shares are down more than 9 percent this year. Want all of The Times? Subscribe.
Yahoo
29-05-2025
- Business
- Yahoo
DA Davidson Upgrades eXp World Holdings (EXPI) Stock, Raises PT
On May 29, DA Davidson upgraded eXp World Holdings, Inc. (NASDAQ:EXPI)'s stock to 'Buy' from 'Neutral,' increasing the price objective to $10.75 from $10, as reported by The Fly. This upgrade comes off the back of favourable indicators in the company's US agent count, which witnessed growth over the past few weeks. An aerial view of the largest real estate development in the city, symbolizing the company's success. This momentum stems from eXp World Holdings, Inc. (NASDAQ:EXPI)'s successful strategies in bringing high-volume teams, which can mitigate the bearish perspective towards the company. Furthermore, eXp World Holdings, Inc. (NASDAQ:EXPI)'s international business continues to benefit from more favorable commission splits and higher caps as compared to its US brokerage, leading to increased gross margins. The firm's analysts believe that the international revenue mix is expected to contribute to an improvement in eXp World Holdings, Inc. (NASDAQ:EXPI)'s consolidated gross margins over the upcoming years. Also, DA Davidson highlighted the industry's gradual transition towards cloud and virtual brokerages, such as eXp World Holdings, Inc. (NASDAQ:EXPI). The company's emphasis on operational expenditure efficiency, which includes AI usage, was tagged as a key area for potential improvement. In Q1 2025, the company managed to more than double its international revenue YoY and expand its footprint into Perú and Türkiye, which suggests that its agent-first model transcends borders. eXp World Holdings, Inc. (NASDAQ:EXPI) offers cloud-based real estate brokerage services for residential homeowners and homebuyers. While we acknowledge the potential of EXPI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than EXPI and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. 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
