Latest news with #StoneFox
Business Insider
6 hours ago
- Business
- Business Insider
‘Load Up on the Dip,' Says Top Investor About Super Micro Computer Stock
Super Micro Computer (NASDAQ:SMCI) stock seems to have Wall Street echoing the old adage, 'Fool me once, shame on you – fool me twice, shame on me.' 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. The company's history of accounting errors continues to cast a long shadow, leaving investors quick to punish any revenue or earnings shortfall. That wariness was on full display after SMCI's underwhelming Q4 Fiscal 2025 results, which sent shares tumbling 22% in the days that followed. Although net sales of $5.76 billion rose both year-over-year and sequentially, they still missed estimates by $156.37 million. EPS came in at $0.31 GAAP, missing by $0.03, while Q1 FY 2026 non-GAAP EPS guidance of $0.40 to $0.52 fell well short of the $0.59 analysts had penciled in. Management chalked up the shortfall to capital constraints that slowed production scaling and the onboarding of a 'major new customer' with unique feature requirements. That backdrop of missed expectations and cautious guidance would seem like enough to keep investors away – but not everyone is heading for the exits. One top investor, known by the pseudonym Stone Fox Capital, argues the sell-off is far too severe and has instead opened the door to a buying opportunity. 'The key investor takeaway is that the market is selling off Super Micro, but the company appears back on track to ride the AI wave much higher,' says Stone Fox, who ranks in the top 3% of TipRanks' stock pros. The investor points to SMCI's recent $2.3 billion debt raise as a solution to its capital issues, while noting that FY 2026 revenue guidance of $33 billion – though below the earlier $40 billion target – still offers meaningful upside. In his view, SMCI's data center building block solutions should help the company avoid margin erosion in any 'price war on rack servers' while capturing AI-driven demand from customers racing to scale their online capabilities. With consensus EPS estimates now trimmed to $2.75 for FY 2026, he believes the bar for an earnings beat is set low, making a rebound in investor confidence easier to achieve. 'The AI server solutions provider clearly needs to report a quarterly beat for FQ1 to regain investor confidence, but once this happens, the stock could trade far higher,' Stone Fox concludes, assigning SMCI a Strong Buy rating. (To watch Stone Fox Capital's track record, click here) Wall Street, however, is less convinced. SMCI stock carries a consensus Hold (i.e., Neutral) rating, based on 5 Buys, 6 Holds, and 2 Sells. The average price target stands at $47.58, suggesting a modest 7% upside from current levels. (See SMCI stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Business Insider
5 days ago
- Automotive
- Business Insider
‘Overpromising and Underdelivering,' Says Top Investor About Tesla Stock
Listen to Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk for just a few minutes, and one recognizes an individual with some seriously audacious goals. From space flight to autonomous driving, it is clear that Musk is not one to sit on his laurels and coast. 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. Indeed, it is the CEO's compulsive energy and incredible ambitions that has made him the richest person alive. Recently, however, Musk's salesmanship is brushing up against an unconvinced market when it comes to TSLA, and the company's share price has been dropping. After ending 2024 on a tear, TSLA is down over 20% for the year due to declining EV sales and a worsening brand for Musk himself. Can a robotaxi effort turn the narrative around? Count one top investor known by the pseudonym Stone Fox Capital unconvinced that this will happen anytime soon. 'Tesla, Inc.'s robotaxi launch remains underwhelming, with delays, regulatory issues, and only supervised services—not true autonomous robotaxis as promised,' explains the 5-star investor, who is among the top 3% of TipRanks' stock pros. Stone Fox notes that Tesla is having issues shifting from supervised to unsupervised driving, disappointing shareholders who are counting on the Musk-led firm to deliver the goods. The investor further details that Musk recently shared on the last earnings call that the company would 'probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year.' Needless to say, Stone Fox does not believe this assertion is grounded in reality, pointing out that at present the company is only operating a handful of supervised taxis. Moreover, it is not just the future ambitions which the investor finds troubling, but the current operations as well. Stone Fox cites slumping EV sales, which the investor chalks up in large part to Musk's declining popularity. 'Tesla is facing a real scenario where market share is slipping all around the world after peaking 2 years ago,' adds Stone Fox. The stakes are high for the company, whose share price trades at very high multiples – a Forward 2026 Price-to-Earnings ratio of 128x – that assume earnings will be jumping up by 43%. 'The company has a massive opportunity ahead capable of moving the needle on the $1 trillion market cap, but if Tesla continues the path of overpromising and underdelivering, the stock is headed far lower,' concludes Stone Fox Capital, who rates TSLA a Sell. (To watch Stone Fox Capital's track record, click here) Wall Street presents a mixed picture when it comes TSLA. With 13 Buys, 15 Holds, and 8 Sells, TSLA has a consensus Hold (i.e. Neutral) rating. Its 12-month average price target of $305.37 implies minimal movement in the year ahead. (See TSLA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
09-06-2025
- Business
- Yahoo
VOTE: Best Pizza in Greater Binghamton
BINGHAMTON, N.Y. (WIVT/WBGH) – One of the most heavily debated topics in Greater Binghamton is where to find the best pizza, and News 34 is looking to the community for your input on the area's best slice. We recently posted a story sharing TripAdvisor's ranking on where to get the best pizza in Binghamton. The list only includes restaurant locations with mailing addresses in Binghamton and does not include chain restaurants. Though TripAdvisor is considered a trusted source for travel information, the list was outdated and included several restaurants that are no longer in business, such as Stone Fox and Amici. We received several messages from our readers regarding the hot topic. In response, we wanted to give our readers, not TripAdvisor, the chance to pick their favorite pizza joint. Last week, we asked you to send your nominations for the best pizza in Greater Binghamton. We opened nominations up to all pizza restaurants in the local area, not just those with a Binghamton mailing address. With your answers, we compiled a list of your favorite pizzas. Now, we're asking you to vote on the finalists in the poll below. Each vote counts as one point towards your chosen restaurant. Voting ends at midnight on Sunday, June 15. We will announce the winner online next week. Want to catch up on previous years' Pizza Week? Watch the videos below. VOTE: Best Pizza in Greater Binghamton Medina High School Wins 5 Major Awards in 76th Annual Pageant of Bands Road Closure in Johnson City This Week Showers and storms return this evening with excessive rainfall concerns Lockheed Martin secures $9.5 million deal with U.S. Navy Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Business Insider
04-06-2025
- Business
- Business Insider
‘Too Soon to Celebrate,' Says Investor About Tesla Stock
Tesla (NASDAQ:TSLA) bulls have had the June 12th Robotaxi date circled on their calendar for months by now, and the excitement is growing as the day approaches. Confident Investing Starts Here: Though the company has been teasing the idea of self-driving cars for over a decade, its track record has not totally matched the hyperbole of CEO Elon Musk. Indeed, Musk stated way back in 2013 that Tesla was aiming to have the technology to drive 90% of all miles by 2016. Flash forward to the present day, and what was once revolutionary has now become a battlefield full of fierce competition, and Tesla has now clearly fallen behind Google's Waymo for primacy in the self-driving market. Waymo is now operating some 250,000 weekly trips, and has staked out 27% of the local rideshare market in San Francisco. Can the Robotaxi event succeed in flipping the narrative back to Tesla? One investor, known by the pseudonym, Stone Fox Capital advises investors not to pop the champagne bottles just yet. 'Tesla already appears valued based on initial robotaxi success, and this doesn't appear guaranteed,' states the 5-star investor. Stone Fox notes that TSLA is so far behind Waymo that the term 'taking a Waymo' might soon become part of everyday language. Launching a small 10-car pilot program in Austin, the investor argues, isn't exactly the game-changer some investors are hoping for. 'The big risk is that a robotaxi delay continues to allow Waymo to control the market while the robotaxi service launch appears already priced into the stock,' adds Stone Fox. Moreover, some of Musk's recent comments – such as the fact that the 'same strengths and weaknesses' of human drivers will be present with Tesla's FSD technology – are not exactly inspiring confidence. While Stone Fox isn't discounting Tesla's potential to eventually rake in the dollars, the investor doesn't see that happening anytime soon. 'Investors can likely buy Tesla at a lower price once the far-flung excitement disappears, even if the company is on the path to a successful robotaxi business,' concludes Stone Fox Capital, but for now the investor's advice is to steer clear of this one and Sell. (To watch Stone Fox Capital's track record, click here) Meanwhile, Wall Street is firmly divided on this one. With 16 Buy, 10 Hold, and 11 Sell recommendations, TSLA has a consensus Hold (i.e. Neutral) rating. The average price target of $282.70 suggests about 18% downside from current levels – an outlook Stone Fox would likely endorse. (See TSLA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
03-06-2025
- General
- Yahoo
What's your favorite local pizza?
(WIVT/WBGH) – Last week, News 34 posted a story sharing TripAdvisor's ranking on where to get the best pizza in Binghamton. Now, we're looking to the community for your opinion on the best slice in the local area. TripAdvisor, a global travel platform, compiled a list of the top 10 best pizza places in Binghamton. The list only includes restaurant locations with mailing addresses in Binghamton and does not include chain restaurants. Though TripAdvisor is considered a trusted source for travel information, the list was outdated and included several restaurants that are no longer in business, such as Stone Fox and Amici. Best Pizza in Binghamton in 2025 according to TripAdvisor Thanks to your feedback, News 34 is bringing back its beloved Pizza Week, and we need your help. We want to give our readers, not TripAdvisor, the chance to pick their favorite pizza joint. We are opening nominations up to all pizza restaurants in Greater Binghamton, not just those with a Binghamton mailing address. In the coming weeks, we'll be traveling to local restaurants to find out what makes them special. Let us know what the best pizza in Greater Binghamton is below, and be sure to check out our previous Pizza Week stories here! Submit a form. Nominations must be submitted by Sunday, June 8, at midnight. Based on the nominations, we will compile a list of the top 10 pizza joints. Readers will then be able to vote for their choice pizza, ultimately crowning the News 34 Pizza Week winner. What's your favorite local pizza? Best Pizza in Binghamton in 2025 according to TripAdvisor Pizza Week: Nick's Pizza & Restaurant Pizza Week: Bella Pizza Pizza Week: Cortese Restaurant Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
