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Yahoo
4 hours ago
- Business
- Yahoo
Comcast Stock Outlook: Is Wall Street Bullish or Bearish?
With a market cap of $122.6 billion, Comcast Corporation (CMCSA) is a global media and technology company. It operates across five key segments: Residential Connectivity & Platforms; Business Services Connectivity; Media; Studios; and Theme Parks, delivering broadband, wireless, entertainment, and immersive experiences worldwide. Shares of the Philadelphia, Pennsylvania-based company have underperformed the broader market over the past 52 weeks. CMCSA stock has decreased 19.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.6%. In addition, shares of Comcast are down 12.5% on a YTD basis, compared to SPX's 8.3% rise. More News from Barchart Here's What Happened the Last Time Novo Nordisk Stock Was This Oversold As SoFi Raises 2025 Guidance, Should You Buy, Sell, or Hold SOFI Stock Here? Earnings Will Be 'Worse Than Expected' for UnitedHealth. How Should You Play UNH Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Moreover, the media giant stock has lagged behind the Communication Services Select Sector SPDR ETF Fund's (XLC) 25.4% gain over the past 52 weeks. Shares of Comcast rose 2.1% following its Q1 2025 results on Apr. 24. The company reported adjusted EPS of $1.09, beating the consensus estimate, and free cash flow surged to $5.42 billion. Despite a slight revenue decline to $29.9 billion, Comcast outperformed estimates, and strong performance from Peacock, with 41 million paid subscribers and 16% revenue growth, further supported investor confidence. For the current fiscal year, ending in December 2025, analysts expect CMCSA's EPS to decline marginally year-over-year to $4.31. However, the company's earnings surprise history is strong. It beat the consensus estimates in the last four quarters. Among the 31 analysts covering the stock, the consensus rating is a 'Moderate Buy.' That's based on 15 'Strong Buy' ratings, 14 'Holds,' and two 'Strong Sells.' On Jul. 25, Rosenblatt raised its price target on Comcast to $37 while maintaining a 'Neutral' rating, citing a Q2 preview that factors in Peacock's July 23 $3 price hike, strong upfronts, and new broadband pricing. As of writing, the stock is trading below the mean price target of $40.46. The Street-high price target of $58 implies a potential upside of 76.7% from the current price levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
2 days ago
- Business
- Yahoo
BNB Token Rallies to Record High as CEA Industries Raises $500M for Treasury Strategy
BNB, formerly known as Binance Coin and the native token of the BNB Chain, surged to a fresh all-time record early Monday, hitting $860. While it pared some of the gains during the U.S. session to trade around $840, it still has been the best-performing cryptocurrency over the past week in the top 10 by market capitalization (except stablecoins) with a 9% gain. It was also up nearly 3% through the past 24 hours, while most other large-cap altcoins ike ether (ETH), XRP (XRP) and Solana's SOL (SOL) gave up all their overnight advances. BNB's outperformance was bolstered by several companies announcing plans for creating crypto treasury strategies, the latest trend on Wall Street, with a focus on the BNB Chain. CEA Industries (VAPE), with the support of Yzi Labs, Binance co-founder Changpeng "CZ" Zhao's family office, is raising $500 million in a private round from from institutional investors, aiming to become the largest U.S.-listed BNB treasury company. The fundraising deal, unveiled earlier Monday, could be expanded to $1.2 billion. The stock rallied over 700% on the news. Nasdaq-listed biopharmaceutical firm Liminatus Pharma (LIMN) also announced Monday to form a subsidiary called "American BNB Strategy" with plans to invest as much as $500 million in BNB in the long-term. Before that, pharmaceutical company Windtree Therapeutics (WINT) last week announced an up to $700 million commitment for BNB acquisitions. Meanwhile, tech firm Nano Labs said on Monday it purchased 128,000 tokens, worth over $100 million, after announcing crypto treasury plans on Friday. 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 days ago
- Business
- Yahoo
BNB Token Rallies to Record High as CEA Industries Raises $500M for Treasury Strategy
BNB, formerly known as Binance Coin and the native token of the BNB Chain, surged to a fresh all-time record early Monday, hitting $860. While it pared some of the gains during the U.S. session to trade around $840, it still has been the best-performing cryptocurrency over the past week in the top 10 by market capitalization (except stablecoins) with a 9% gain. It was also up nearly 3% through the past 24 hours, while most other large-cap altcoins ike ether (ETH), XRP (XRP) and Solana's SOL (SOL) gave up all their overnight advances. BNB's outperformance was bolstered by several companies announcing plans for creating crypto treasury strategies, the latest trend on Wall Street, with a focus on the BNB Chain. CEA Industries (VAPE), with the support of Yzi Labs, Binance co-founder Changpeng "CZ" Zhao's family office, is raising $500 million in a private round from from institutional investors, aiming to become the largest U.S.-listed BNB treasury company. The fundraising deal, unveiled earlier Monday, could be expanded to $1.2 billion. The stock rallied over 700% on the news. Nasdaq-listed biopharmaceutical firm Liminatus Pharma (LIMN) also announced Monday to form a subsidiary called "American BNB Strategy" with plans to invest as much as $500 million in BNB in the long-term. Before that, pharmaceutical company Windtree Therapeutics (WINT) last week announced an up to $700 million commitment for BNB acquisitions. Meanwhile, tech firm Nano Labs said on Monday it purchased 128,000 tokens, worth over $100 million, after announcing crypto treasury plans on Friday. Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
Wall Street on Edge: Big Tech's $11 Trillion Earnings Could Ignite--or Derail--the Market Rally
Investors are staring down one of the most pivotal earnings stretches of the year. Four of the market's biggest playersMicrosoft (NASDAQ:MSFT), Meta (NASDAQ:META), Apple (NASDAQ:AAPL), and Amazon (NASDAQ:AMZN)are set to report results in the next two days, collectively representing $11.3 trillion in market cap. These companies, along with Nvidia (NVDA), Alphabet (NASDAQ:GOOG), and Tesla (NASDAQ:TSLA), make up the Magnificent Sevennames that now account for roughly 20% of the S&P 500. With the index sitting near record highs, expectations are running hot. But this time, it's not just about beating numbersit's about convincing investors the growth story still has legs. Warning! GuruFocus has detected 7 Warning Sign with MSFT. So far, corporate earnings have held up. About a third of S&P 500 (SPY) companies have reported, and roughly 82% have topped profit estimates, according to Bloomberg Intelligence. But those beats came after months of trimmed forecasts, especially in Big Tech, where estimates were pulled back following President Donald Trump's tariff announcements. Even with the revisions, the group is still expected to post 16% year-over-year profit growth in Q2, down from 19% in March. The broader index is pacing toward 4.5% growth, also a downgrade from earlier projections. That leaves little room for error. They're likely going to have to say that the rest of the year or the next quarter looks positive, said Ameriprise's Anthony Saglimbene. Investors may be forgiving on Q2but they'll want optimistic guidance to stay bullish. Under the hood, not all tech giants are riding the same wave. Meta, Microsoft, and Nvidia have been responsible for nearly half of the index's gains this year, driven largely by aggressive AI investments. Otherslike Apple and Teslahave struggled to keep pace. Alphabet's solid quarter last week gave a glimpse of what investors want: accelerating growth and clear AI momentum. But Tesla's weak EV outlook reminded the market how quickly sentiment can turn. Capital spending is also in focus. Microsoft, Alphabet, Meta, and Amazon are expected to spend $317 billion on AI infrastructure this year alone, rising to $350 billion by 2026. As JPMorgan's Gabriela Santos put it: At these levels, especially for large-cap tech, we need to see monetization rather than a promise of monetization. This article first appeared on GuruFocus. 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 days ago
- Business
- Yahoo
Nvidia Just Beat Apple in This Crazy Metric — Should You Buy the Stock?
When you think about valuable companies, you probably think about their market cap. But there's a wild metric that reveals something much more interesting: market capitalization per employee. And Nvidia just absolutely crushed Apple in this bizarre measurement that might actually matter more than you think. Here's the comparison: Nvidia's market cap per employee stands at over $90 million per worker. Apple? Just $18 million per employee. Microsoft comes in at $15 million per employee. That means each Nvidia employee is 'worth' five times more than an Apple employee from a market valuation perspective. Check Out: Read Next: Nvidia vs. Apple: The Shocking Per-Employee Value Comparison Let's break down what we're actually looking at here. Nvidia currently sits at a $4.2 trillion market cap with just 36,000 employees. Do the math and you get roughly $117 million per employee at today's stock price of around $172. Apple, despite being worth slightly less at around $3.3 trillion, employs about 180,000 people worldwide. That works out to roughly $18 million per employee. It's still an incredible number, but nothing compared to Nvidia's productivity machine. You might be thinking, 'This is just a fun math exercise,' but market cap per employee reveals something crucial about how modern businesses create value. Companies with high per-employee valuations typically share certain characteristics that make them incredibly attractive investments. First, they're usually asset-light businesses that rely heavily on intellectual property rather than physical infrastructure. Nvidia doesn't manufacture its own chips. Instead, it designs them and outsources production to companies like Taiwan Semiconductor. This means they can scale revenue without proportionally scaling their workforce. Discover More: Why Market Cap Per Employee Matters for Stock Investors Second, these companies often operate in markets with massive demand but limited competition. Nvidia essentially has a monopoly on the AI chip market right now, powering everything from ChatGPT to self-driving cars. When you're the only game in town for the most important technology trend of our time, you can charge premium prices. Third, high per-employee value companies benefit from network effects and scalability. Once Nvidia develops a new chip architecture, that intellectual property can generate billions in revenue without requiring thousands of additional employees. What History Tells Us About Nvidia Stock Other companies have achieved high per-employee values during commodity booms. Oil company Amoco reached extreme valuations per worker in the late 1970s when oil prices skyrocketed. But those valuations proved temporary when commodity prices normalized. The question is whether Nvidia's AI boom represents a sustainable transformation or another bubble waiting to pop. Should You Buy Nvidia Stock? The Investment Case So should you buy Nvidia stock based on this metric? The answer depends on what you believe about the durability of the AI boom. The bull case is compelling: AI is still in its early innings, and Nvidia has built an almost insurmountable moat around its technology. The company's chips don't just process AI workloads — they've become the standard that entire ecosystems are built around. Switching costs are enormous, and Nvidia continues to innovate faster than competitors can catch up. Revenue growth supports the valuation story. Nvidia's sales increased 69% year-over-year (YOY) in its most recent quarter, reaching $44.1 billion. Net income was nearly $18.8 billion, up 26% from the previous year. These aren't bubble metrics; they represent real business performance. The bear case centers on sustainability and competition. Every tech giant is trying to reduce dependence on Nvidia chips. Apple designs its own processors, Google has its Tensor Processing Units and even OpenAI is reportedly developing custom chips. If major customers start replacing Nvidia chips with in-house alternatives, that $90 million per-employee valuation could crash quickly. There's also the regulatory risk. Nvidia's dominance has attracted antitrust attention, and any restrictions on the company's business practices could impact profitability. Nvidia Stock Analysis: Risk vs. Reward for 2025 Nvidia's wildly high per-employee numbers tell us two important things: intellectual property is incredibly powerful, but putting all your eggs in one basket is risky. Think about it this way. If you're a growth investor, Nvidia looks amazing. The company can sell its chip designs all over the world without hiring thousands more people. But if you're a value investor, those same numbers are scary. When each employee is theoretically 'worth' $90 million, the company has to be nearly perfect. There's no room for mistakes or disappointing earnings. So what should you actually do? The smart move is probably to own some Nvidia stock if you're investing in tech, but don't make it your entire portfolio. History teaches us that companies with these extreme valuations can make you rich — or they can crash hard when things change. Remember, buying Nvidia isn't just buying a stock. You're betting that AI will keep growing and that Nvidia will stay ahead of competitors like Apple and Google who are trying to build their own chips. That's probably a good bet given how fast AI is growing. Just don't risk money you can't afford to lose. More From GOBankingRates 10 Cars That Outlast the Average Vehicle This article originally appeared on Nvidia Just Beat Apple in This Crazy Metric — Should You Buy the Stock? 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