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14 minutes ago
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Woodward (WWD) Surged Following Strong Results
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as Woodward, Inc. (NASDAQ:WWD). Woodward, Inc. (NASDAQ:WWD) designs and develops control solutions for the aerospace and industrial markets. Woodward, Inc. (NASDAQ:WWD) stock fell 4.51% over the past month, but its shares rose 59.31% in value over the last 52 weeks. On August 19, 2025, Woodward, Inc. (NASDAQ:WWD) stock closed at $244.93 per share, with a market capitalization of $14.688 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding Woodward, Inc. (NASDAQ:WWD) in its second quarter 2025 investor letter: "Woodward, Inc. (NASDAQ:WWD) develops and produces control systems and energy conversion solutions and components for the aerospace and industrial end markets. The stock performed well, driven by a quarterly report highlighted by particularly strong performance in the company's aero space aftermarket vertical and considerable margin strength. The potential for a long-waited increased rate of production from large airframe original equipment manufacturers (OEMs) could provide an additional tailwind to growth going forward. Investors also remain optimistic about the company's growing exposure to newer-generation aircraft that is expected to result in a further step-change in aftermarket growth in the latter half of the decade." A close-up of a fuel pump operated by a robotic arm, symbolizing the company's technology-driven industrial solutions. Woodward, Inc. (NASDAQ:WWD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Woodward, Inc. (NASDAQ:WWD) at the end of the first quarter, which was 35 in the previous quarter. In the fiscal third quarter of 2025, Woodward, Inc. (NASDAQ:WWD) reported revenue of $915 million, an increase of 8%, reflecting the strong demand across end markets. While we acknowledge the potential of Woodward, Inc. (NASDAQ:WWD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Woodward, Inc. (NASDAQ:WWD) and shared the list of best large cap defense stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
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14 minutes ago
- Business
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Polen Global Growth Sold Globant (GLOB) for a Better Risk Opportunity
Polen Capital, an investment management company, released its 'Polen Global Growth Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market entered 2025 embracing the new U.S. administration's pro-growth policies, often overlooking potential tariff and valuation headwinds. International stocks have outperformed U.S. stocks since 2009. Despite the positives, global equities remained vulnerable due to geopolitical tensions and growing uncertainty. The Strategy returned 8.16% gross of fees (7.87% net of fees) in the quarter compared to the MSCI ACW Index's 11.53% return. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Polen Global Growth Strategy highlighted stocks such as Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is a Luxembourg-based technology services company. The one-month return of Globant S.A. (NYSE:GLOB) was -23.81%, and its shares lost 66.85% of their value over the last 52 weeks. On August 19, 2025, Globant S.A. (NYSE:GLOB) stock closed at $68.65 per share, with a market capitalization of $3.024 billion. Polen Global Growth Strategy stated the following regarding Globant S.A. (NYSE:GLOB) in its second quarter 2025 investor letter: "We've fully exited our position in Globant S.A. (NYSE:GLOB) following the company's weaker-than-expected Q1 2025 earnings report and disappointing FY25 revenue guidance. While the company has managed to maintain outsized revenue growth relative to its IT services peers for several quarters, recent guidance projecting low single-digit revenue growth for FY25 brings its outlook roughly in line with the peer group. This outcome speaks to the more protracted IT services spending weakness that may continue, and the potentially more discretionary nature of Globant's business model (which is heavily consulting-based and less reliant on multi-year outsourcing contracts than many larger competitors). Globant may be worth revisiting at a later date, if and when growth reaccelerates. For now, however, we see better risk / reward opportunities elsewhere." A close-up of an experienced game engineer's hands typing a complex code on a laptop. Globant S.A. (NYSE:GLOB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, which was 25 in the previous quarter. Globant S.A. (NYSE:GLOB) reported revenues of $614.2 million in Q2 2025, reflecting a 4.5% year-over-year growth. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Globant S.A. (NYSE:GLOB) and shared the list of best mid cap AI stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
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14 minutes ago
- Business
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Shein Reportedly Considers Moving HQ Back to China For Hong Kong IPO
Shein may be plotting a move in alignment with its aspirations to go public. Shein is reportedly contemplating moving its headquarters back to China (where the company was founded) from Singapore, its current base, Bloomberg reported. In doing so, the outlet said Shein hopes to persuade authorities in Beijing to approve its bid for a Hong Kong initial public offering (IPO). More from Sourcing Journal India and China: US Tariffs Turn Rivals Toward Friendship in Major Geopolitical Shift Shein's UK Sales Jump By Nearly One-Third Trump Administration Extends China Tariff Pause for 90 Days The Financial Times reported last month that the fast-fashion company had filed for an IPO in Hong Kong; the fast-fashion company has notoriously struggled to find a sound landing location for the IPO it has reportedly pursued in two other markets: New York and London. Its U.S. IPO attempt faced scrutiny over its alleged involvement with forced labor, while its London IPO filing has faced regulatory hurdles, according to CNBC. New York or London could have provided an air of credibility to the company, which in Western markets has caught backlash from multiple directions—shoppers, consumer organizations and governments alike. It has also struggled to garner approval for an offshore IPO from Hong Kong; although Shein has been based in Singapore since 2021, it was founded in Nanjing, China, in 2008, and Chinese regulators still require companies with strong ties to the country to go through a review process before listing in any global market. But now that it has applied to list on the Hong Kong exchange, it has gone as far as consulting lawyers to discuss the creation of a mainland China-based parent company, per Bloomberg's report. If the parent entity is created, Shein's other operations—in Singapore and in global markets—would become subsidiaries of that entity. Sources reportedly noted that while discussions have begun, moving Shein's headquarters back to China is not a guarantee. Those familiar with the matter said moving back could be advantageous because it would mean that the company's income would be taxed directly in China. Shein has long faced scrutiny from global regulators, including U.S. officials who say that the company's ties to the Chinese government are already concerning. Recent policy changes, like President Donald Trump's decision to collapse the de minimis exemption for parcels inbound from Hong Kong, have also been aimed at stunting Shein and its competitors' business models. That decision has been reinforced by the passage of Republicans' megabill, which will see the total collapse of de minimis from all countries in 2027. Shein did not immediately return Sourcing Journal's request for comment. Sign in to access your portfolio
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14 minutes ago
- Business
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AeroVironment (AVAV) Rebounded in Q2
Carillon Tower Advisers, an investment management company, released its 'Carillon Eagle Small Cap Growth Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as AeroVironment, Inc. (NASDAQ:AVAV). AeroVironment, Inc. (NASDAQ:AVAV) develops and supports a portfolio of robotic systems and related services. AeroVironment, Inc. (NASDAQ:AVAV) stock fell 10.40% over the past month, while its shares appreciated 25.60% in value over the last 52 weeks. On August 19, 2025, AeroVironment, Inc. (NASDAQ:AVAV) stock closed at $235.18 per share, with a market capitalization of $11.6 billion. Carillon Eagle Small Cap Growth Fund stated the following regarding AeroVironment, Inc. (NASDAQ:AVAV) in its second quarter 2025 investor letter: "AeroVironment, Inc. (NASDAQ:AVAV) is a defense technology provider of integrated capabilities across air, land, sea, space, and cyberspace. Following several quarters of choppy results that caused investors to question the company's future growth prospects after a swift decline in the revenue contribution from Ukraine's war with Russia, the shares rebounded largely on the prospects of increased global defense spending in a number of next-generation product areas that the company provides. After a period of some doubt, the company also closed what we view as a transformational acquisition of BlueHalo." A rocket on its way to the sky, representing the power of the company's unmanned aircraft systems. AeroVironment, Inc. (NASDAQ:AVAV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held AeroVironment, Inc. (NASDAQ:AVAV) at the end of the first quarter, which was 24 in the previous quarter. While we acknowledge the potential of AeroVironment, Inc. (NASDAQ:AVAV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered AeroVironment, Inc. (NASDAQ:AVAV) and shared the list of best Russell 2000 stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
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14 minutes ago
- Business
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Target's new CEO faces uphill task to gain investor confidence: Quote Box
(Reuters) -Target's appointment of company veteran Michael Fiddelke as CEO did little to enthuse Wall Street analysts as they were pinning their hopes on an outsider to put the struggling retailer back on track. Shares of Target tumbled nearly 11% on Wednesday after the announcement. Fiddelke replaces Brian Cornell, who is set to retire as CEO later this year after nearly 10 years in the role. "I know we're not realizing our full potential right now and so I'm stepping into the role with a clear and urgent commitment to build new momentum in the business and get back to profitable growth," Fiddelke said. Here are some analyst reactions to Target's long-planned CEO appointment: Susannah Streeter, head of money and markets, Hargreaves Lansdown: "Although Michael Fiddelke is likely to be seen as a safe pair of hands, having already overseen a big efficiency drive, the appointment appears to have seriously underwhelmed investors. There may have been hopes that a successor from a rival in the market could have brought extra knowledge, insight and energy, valuable assets at a time of intense competition." Michael Baker, DA Davidson analyst: "Target went with an internal promotion as Brian Cornell officially announced long-expected retirement," which was partly leading to the drop in its shares, said Baker. "That is not a knock on new CEO Michael Fiddelke, who deserves a chance to prove himself. But, that announcement lacks the pop that a significant external hire would provide." Neil Saunders, managing director of research firm GlobalData: "We have very mixed feelings about this appointment. While we think Fiddelke is talented and has a somewhat different take on things compared to current CEO Brian Cornell, this is an internal appointment that does not necessarily remedy the problems of entrenched group think and the inward-looking mindset that have plagued Target for years." Michael Lasser, analyst at UBS: "Many in the market favored an external hire, arguing that would be the only way to re-energize this retailer and jump-start its strategic reinvention. Now, with the company's decision to go internal, we think the market will now likely question how its trajectory could change meaningfully." Joe Feldman, analyst at Telsey Advisory Group: "We are not surprised by the news, given Fiddelke had been groomed to become CEO, evidenced by his multiple leadership roles, including COO and CFO. We expect a smooth leadership transition, although we are unsure of how Fiddelke will change the strategy he helped create." Melden Sie sich an, um Ihr Portfolio aufzurufen.
