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| 05.12.25 22:05:00 |
Do These 3 Healthcare Stocks Need a Checkup? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Key Points
Pfizer has a sizable 6.8% yield and is down nearly 60% from its 2021 highs. Bristol Myers Squibb has a 5% yield and is off its 2023 highs by nearly 40%. Merck has a 3.3% yield and, even after a swift rally, remains 20% below its 2024 highs.10 stocks we like better than Merck ›
The pharmaceutical industry is highly competitive, and currently, the leading company in the sector is likely Eli Lilly(NYSE: LLY). That's driven by the fact that Eli Lilly makes the weight loss drugs Zepbound and Mounjaro, which together account for over 50% of the company's revenue. That's an interesting statistic because it highlights both the risk and opportunity that exists in the drug sector.
If you own or are considering buying pharma laggards Pfizer(NYSE: PFE), Bristol Myers Squibb(NYSE: BMY), and Merck(NYSE: MRK), here's a checkup on their businesses, and some reasons why you might want to buy them.
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Beyond the curve in pharma
To get the bad news out of the way right up front, Pfizer, Bristol Myers Squibb, and Merck have all missed out on the early success of a new class of weight loss drugs known as GLP-1 drugs. Wall Street tends to favor innovators and first movers, so these three drug giants, despite long and successful histories, are deeply unloved right now.
Image source: Getty Images.
Making matters worse, each of these companies is also facing the expiration of patents for important drugs in the next few years. Because of the time and expense of bringing new drugs to market, drugmakers are granted a period in which they can sell a drug exclusively. This can result in substantial profits. When the exclusive period ends, known as a patent cliff, revenue and earnings from the drug can fall sharply.
Overall, Pfizer, Bristol Myers Squibb, and Merck appear to be missing out on an important new drug development, and they are likely to face revenue and earnings headwinds in the coming years. No wonder investors are downbeat on these pharmaceutical giants.
To put some numbers on that, Pfizer is down nearly 60% from its 2021 highs. Bristol Myers Squibb is down nearly 40% from its 2023 highs. And Merck is still 20% below its 2024 highs even after a recent stock rally.
Don't count Pfizer, Bristol Myers Squibb, and Merck out
The interesting thing here is that patent cliffs are a normal occurrence in the drug space, so this is an issue that these historically successful companies are accustomed to dealing with. And the complexities of drug development are normal, too. Nothing that Pfizer, Bristol Myers Squibb, and Merck are currently facing is shocking. In fact, it is just business as usual for a drug company. Investors, however, tend to favor new and exciting developments, so they are focused on Eli Lilly and the hot drugs of the day, which are weight-loss medications.
There's a warning here, however. Eli Lilly is currently leading the market, but Novo Nordisk(NYSE: NVO) was actually the first to market with Wegovy and Ozempic. That highlights the important fact that being an industry leader in the pharma sector can be a temporary event. It also highlights the fact that a new drug can quickly become a significant profit center. That said, Pfizer recently agreed to buy Metsera to bolster its drug pipeline thanks to Metsera's promising weight-loss drugs.
But Pfizer, Bristol Myers Squibb, and Merck are all working on new drugs to offset the hit from their respective patent cliffs. If history is any guide, they'll all survive and thrive over the long term, eventually developing or buying drugs that turn into blockbusters. If you think in decades and not days, you'll probably favor Pfizer, Bristol Myers Squibb, and Merck over a hot stock like Eli Lilly, which increasingly appears to be priced for perfection. But there are some important risks to consider, particularly if you are a dividend lover.
Pfizer's 6.8% yield is highly attractive, but it comes with a 100% dividend payout ratio. That makes it the highest-risk option. Bristol Myers Squibb has a 5% yield, which comes with a roughly 80% payout ratio. That's not unreasonable, but the payout ratio is still high enough that more conservative types may want to steer clear. Merck's 3.3% dividend yield looks the most secure, given its payout ratio of 40% or so.
Pfizer, Bristol Myers Squibb, and Merck are survivors
Pfizer, Bristol Myers Squibb, and Merck have proven track records in the pharmaceutical sector, and it is highly likely that they will all weather their current headwinds. They are currently behind the pack, but Novo Nordisk being surpassed by Eli Lilly proves that leading the pack can be a fleeting pleasure.
While Pfizer, Bristol Myers Squibb, and Merck each have their own little nuances to consider, they are each worth a deep dive despite their current industry positions. Just go in recognizing the risk on the dividend front if you are looking at Pfizer and even Bristol Myers Squibb. For conservative dividend investors, Merck is probably the best bet despite its more modest yield.
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Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bristol Myers Squibb, Merck, and Pfizer. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 21:33:00 |
SpaceX Might Be Worth $800 Billion—and This Stock Is Soaring |
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**Apple Inc** | Elon Musk’s SpaceX is seeking an $800 billion valuation, making it the most valuable privately held company on Earth—and sending shares of EchoStar soaring. Citing people familiar with the matter, The Wall Street Journal reported that the space technology company is initiating a secondary offering that would value it at that amount. The Journal also said there is no certainty that the price will be that high.
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| 05.12.25 21:31:12 |
Bernie Sanders Says Likes Of Jeff Bezos And Elon Musk Now Own More Wealth Than 50% Of Americans Combined, Wonders If Thats What People Are Angry About |
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**Apple Inc** | Sen. Bernie Sanders (I-Vt.) has renewed his criticism of extreme wealth concentration, arguing that the fortunes of three tech billionaires now eclipsing the bottom half of American households reflect a fundamentally broken economic system.
Tech Billionaires' Fortunes Surpass Bottom 50% Of US Households
On Wednesday, Sanders shared a graphic on X comparing the combined wealth of Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk, Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos and Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg with that of the bottom 50% of U.S. households.
The chart, citing Forbes and Realtime Inequality data, shows that the bottom half of Americans holds about $85.4 billion in total wealth, far less than the estimated $478.6 billion for Musk, $245.9 billion for Bezos, and $221.1 billion for Zuckerberg.
Trending: These five entrepreneurs are worth $223 billion – they all believe in one platform that offers a 7-9% target yield with monthly dividends
Sanders Calls Wealth Gap Evidence Of A ‘Rigged Economy‘
"While millions of families struggle to put food on the table Elon Musk, Jeff Bezos & Mark Zuckerberg own more wealth than the bottom HALF of Americans," Sanders wrote.
"That's what oligarchy is about. That's what a rigged economy is about." He added, "Is it any wonder that people in this country are angry?"
The chart visually highlights the gap, with each billionaire's wealth surpassing the collective holdings of roughly 165 million Americans.
While millions of families struggle to put food on the table Elon Musk, Jeff Bezos & Mark Zuckerberg own more wealth than the bottom HALF of Americans.
That's what oligarchy is about. That's what a rigged economy is about.
Is it any wonder that people in this country are angry? pic.twitter.com/U6WAHKEkYl
See Also: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share
Billionaires Gain, Millions Face Poverty Amid Economic Strains
Last month, America's wealth divide widened as the 10 richest billionaires added $698 billion in a year, while the bottom half of households held just 1% of the stock market value.
Over 40% of Americans faced poverty or low income, with racial and gender wealth gaps persisting.
Treasury Secretary Scott Bessent offered a more cautious outlook, blaming the Federal Reserve's policies for recessionary pressures in parts of the economy.
He said the Trump administration had cut spending and improved the deficit-to-GDP ratio, arguing that inflation should ease and the Fed should consider lowering interest rates.
Story Continues
Bessent added that high mortgage costs created "distributional" issues and that reducing rates could end the housing recession.
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Photo Courtesy: Sheila Fitzgerald on Shutterstock.com
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This article Bernie Sanders Says Likes Of Jeff Bezos And Elon Musk Now Own More Wealth Than 50% Of Americans Combined, Wonders If Thats What People Are Angry About originally appeared on Benzinga.com
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| 05.12.25 21:31:12 |
A Dad Making $120,000 Says The Holidays Feel Impossible. Dave Ramsey's Response? 'You Live In One Of The Most Expensive Cities In The World' |
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**Apple Inc** | Beau, a father of four in New York City, is pulling in $120,000 a year between a full-time job and three side gigs. But when he called into “The Ramsey Show” recently, personal finance expert Dave Ramsey had a solution–move out of the city.
Struggling Despite Four Jobs
Beau said he feels an “overwhelming stress of the holidays” as he and his wife try to get out of debt while still doing right by their children, ages 7, 10, 11 and 15.
They're living paycheck to paycheck, he said, with nothing extra left over. Beau's main job is managing a small grocery store–the same one he used to own before selling it last year to help pay down business debt. He also picks up gigs with Amazon and catering services to make ends meet.
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Despite the effort, the family is still buried in about $123,000 of debt: $40,000 from the business, around $30,000 in student loans shared with his wife, $35,000 in credit card debt, and $13,000 on a 2018 Toyota 4Runner. Beau also bought a used Silverado in cash, which he said spends more time in the shop than in the driveway.
“Something’s got to change, dude,” Ramsey told him. “You’ve got no emotion left in your gas tank. I’m talking to a guy who can’t even form a sentence cause you’re completely exhausted.”
Beau admitted that he’s mentally and emotionally drained. Ramsey said it shows. “You’re carrying all of this. You’re the plates-spinning-est dude I’ve talked to in I don’t know when,” Ramsey said. “These plates are crashing all around you, and you’re scared to death.”
Trending: Have $100k+ to invest? Charlie Munger says that's the toughest milestone — don't stall now. Get matched with a fiduciary advisor and keep building
Hard Truths And Tough Love
In fact, Ramsey zeroed in on the real problem. “You live in one of the most expensive cities in the world to live in,” he said. “And you can’t afford to live there, can you?”
Beau explained that they pay just $2,000 for a basement apartment in a desirable neighborhood. He also said moving isn't possible right now because of custody issues involving his oldest child.
He urged Beau to consider all options–from changing careers to asking his wife to find outside work, even if just for a season. She currently homeschools their kids.
See Also: Earn While You Scroll: The Deloitte-Ranked #1 Software Company Growing 32,481% Is Opening Its $0.50/Share Round to Accredited Investors.
“You’re going to blow a gasket. Something’s going to blow up in your marriage,” Ramsey warned. “You’re stuck, stuck, stuck, stuck, stuck, and just start yelling at the stuck and say, ‘No, I’m throwing dynamite on your butt.'”
Story Continues
Co-host Jade Warshaw agreed that Beau needs a new job that isn't tied to the emotional baggage of his failed business. “You need a new job, and you need to not have four jobs because you’ve been doing that for too long.”
“Bust up into it, Beau,” Ramsey told him. “You’re better than you feel like you are.”
Read Next: 7 Million Gamers Already Trust Gameflip With Their Digital Assets — Now You Can Own a Stake in the Platform
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This article A Dad Making $120,000 Says The Holidays Feel Impossible. Dave Ramsey's Response? 'You Live In One Of The Most Expensive Cities In The World' originally appeared on Benzinga.com
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
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| 05.12.25 21:09:00 |
Meta Platforms Buys AI-Device Maker Limitless |
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**Apple Inc** | Meta Platforms said it bought Limitless, a maker of wearable artificial-intelligence devices, a deal coming as Meta has shown increased interest in AI investment.
Continue Reading |
| 05.12.25 20:21:49 |
Notable Friday Option Activity: S, CRWD, NAT |
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**Apple Inc** | Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in SentinelOne Inc (Symbol: S), where a total volume of 108,804 contracts has been traded thus far today, a contract volume which is representative of approximately 10.9 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 177.2% of S's average daily trading volume over the past month, of 6.1 million shares. Especially high volume was seen for the $15 strike call option expiring September 18, 2026, with 27,158 contracts trading so far today, representing approximately 2.7 million underlying shares of S. Below is a chart showing S's trailing twelve month trading history, with the $15 strike highlighted in orange:
CrowdStrike Holdings Inc (Symbol: CRWD) saw options trading volume of 42,102 contracts, representing approximately 4.2 million underlying shares or approximately 171.4% of CRWD's average daily trading volume over the past month, of 2.5 million shares. Particularly high volume was seen for the $530 strike call option expiring December 05, 2025, with 1,916 contracts trading so far today, representing approximately 191,600 underlying shares of CRWD. Below is a chart showing CRWD's trailing twelve month trading history, with the $530 strike highlighted in orange:
And Nordic American Tankers Ltd (Symbol: NAT) options are showing a volume of 39,734 contracts thus far today. That number of contracts represents approximately 4.0 million underlying shares, working out to a sizeable 145% of NAT's average daily trading volume over the past month, of 2.7 million shares. Especially high volume was seen for the $3 strike call option expiring December 19, 2025, with 15,807 contracts trading so far today, representing approximately 1.6 million underlying shares of NAT. Below is a chart showing NAT's trailing twelve month trading history, with the $3 strike highlighted in orange:
For the various different available expirations for S options, CRWD options, or NAT options, visit StockOptionsChannel.com.
Today's Most Active Call & Put Options of the S&P 500 »
Also see: Top Ten Hedge Funds Holding PMMY
ADES Insider Buying
SMLR market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 19:16:40 |
Tesla Slips As Musk Says You Can Text In FSD |
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**Apple Inc** | This article first appeared on GuruFocus.
Tesla (NASDAQ:TSLA) slipped slightly on Friday after CEO Elon Musk once again stirred debate, this time by suggesting that texting while driving will be possible in cars running the newest version of Full Self-Driving (Supervised).
Warning! GuruFocus has detected 4 Warning Signs with RBRK. Is TSLA fairly valued? Test your thesis with our free DCF calculator.
In most places, texting behind the wheel is illegal, and even where it isn't, it is widely considered dangerous. So when Musk said drivers could send messages in FSD v14.2.1, investors didn't exactly cheer.
Musk did add that texting would depend on context of surrounding traffic, arguing that when the road is empty and the car is handling the driving, it may be reasonably safe.
But the comment nonetheless drew pushback, with some critics warning drivers to not listen to the billionaire CEO of the company that makes your car.
The discussion also resurfaced the long-running debate over whether FSD should eventually allow unsupervised operation, and whether such technology will force lawmakers to rethink texting-and-driving rules entirely.
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| 05.12.25 19:16:07 |
Broadcom Stock Is Rising -- Mizuho Bets Big on AI Boom Ahead of Earnings |
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**Apple Inc** | This article first appeared on GuruFocus.
Broadcom (NASDAQ:AVGO) shares climbed about 2% on Thursday morning trade as Mizuho highlighted the chipmaker's growing AI opportunities ahead of next week's earnings.
Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is AVGO fairly valued? Test your thesis with our free DCF calculator.
Analyst Vijay Rakesh maintained an Outperform rating with a $435 price target, noting Broadcom (NASDAQ:AVGO) is positioned to benefit from Google's Gemini 3 ramp and wider TPU adoption by major AI developers including Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META) and Apple (NASDAQ:AAPL).
Mizuho said Broadcom's (NASDAQ:AVGO) TPUv7p and TPUv8p chips, with estimated average selling prices of $10,000 and $15,000, could drive significant revenue upside. Networking catalysts, including the Tomahawk 6-Davisson switch and Thor Ultra 800G NIC, were also cited as strengths for the company's growth.
For fiscal 2026, Mizuho projects Broadcom (NASDAQ:AVGO) revenue of $86.9 billion, EPS of $9.34, and AI-related revenue of $41.1 billion, all above Street estimates. Revenue growth is expected to exceed 30% next year, with further acceleration into 2027. Multiple ASIC ramps through 2026-28 leave additional upside potential, Mizuho noted.
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| 05.12.25 19:02:40 |
Meta acquires AI-wearables startup Limitless |
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**Apple Inc** | By Echo Wang
Dec 5 (Reuters) - Meta (META) has acquired AI-wearables startup Limitless, maker of a pendant-style device that records and transcribes real-world conversations, as the social media giant doubles down on efforts to build AI-enabled consumer hardware.
"Meta recently announced a new vision to bring personal superintelligence to everyone and a key part of that vision is building incredible AI-enabled wearables. We share this vision and we'll be joining Meta to help bring our shared vision to life," Limitless co-founder and CEO Dan Siroker said in a blog post on Friday.
Limitless did not disclose financial details of the deal.
Earlier this week, Meta hired longtime Apple design executive Alan Dye, a move widely seen as sharpening its focus on next-generation devices. Meta plans to use Limitless' technical capabilities as part of its development of next-generation AI-enabled wearables.
Meta currently has partnerships with EssilorLuxottica brands Ray-Ban and Oakley to make AI-powered smart glasses.
“We’re excited that Limitless will be joining Meta to help accelerate our work to build AI-enabled wearables,” a Meta spokesperson told Reuters.
Limitless, formerly known as Rewind, makes a wearable “pendant” that clips to clothing or a lanyard. The device records conversations, and can generate transcripts and produce searchable summaries through a companion app. It is part of a growing category of AI assistants designed to augment memory and everyday productivity.
Meta and Limitless will continue supporting existing users, but the company will stop selling devices to new customers, Limitless said. Existing users will be asked to accept revised privacy terms to maintain service.
Limitless has raised more than $33 million from investors including Sam Altman and A16z.
(Reporting by Echo Wang in New York; Editing by Matthew Lewis)
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| 05.12.25 18:22:00 |
Microsoft Announces Worldwide Price Hike For Microsoft 365 Subscriptions |
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**Apple Inc** | (RTTNews) - Microsoft Corp. (MSFT) announced that it will raise the prices of its Office and Microsoft 365 subscriptions for business and government customers around the world starting July 1, 2026.
This comes as the company's Office apps like Word, Excel, PowerPoint and Outlook have been facing growing competition, especially from Google. It explained that the price increase is needed because Microsoft has added many new features in recent years, including better security and more artificial intelligence tools that help users work faster and more efficiently. The company noted that organizations today deal with higher IT demands, tougher cyber threats and increasing pressure to adopt AI, so continued investment is necessary.
The price hike will vary by subscription plan. Business Basic will rise by about 16.7 percent to $7 per user per month, while Business Standard will increase to $14, up 12 percent. Plans for frontline workers will see the biggest jumps, with F1 increasing from $2.25 to $3 and F3 increasing from $8 to $10 per user per month, a rise of up to 33 percent. Enterprise plans are also affected, with Microsoft 365 E3 going from $36 to $39 per user per month and E5 rising from $57 to $60.
The tech giant said it has added more than 1,100 new features to Microsoft 365 since the last major price increase in 2022. One of the most significant additions is Copilot Chat, an AI-powered tool built into Word, Excel, PowerPoint, Outlook and OneNote that helps users write and edit documents and manage email more easily.
The Redmond-based company has also expanded its security features, including better phishing and malware protection and improved link safety.
This price rise marks the first major global price increase for commercial Microsoft 365 since 2022. The previous increase in 2022 was the first since Office 365 launched in 2011, and Microsoft also raised prices for consumer Office bundles earlier this year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 17:57:15 |
Market Voices: Warren slams WBD-Netflix deal, US warns on NATO |
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**Apple Inc** | [Netflix, Amazon Prime Video, Paramount+, Disney+, HBO Max and Hulu app icon on screen]
Robert Way
_Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks._
* U.S. Senator Elizabeth Warren said that Netflix's (NFLX [https://seekingalpha.com/symbol/NFLX]) proposed $72 billion takeover of Warner Bros. Discovery's (WBD [https://seekingalpha.com/symbol/WBD]) studio and streaming operations was an "anti-monopoly nightmare" that would end up hurting consumers.
“This deal looks like an anti-monopoly nightmare. A Netflix-Warner Bros. would create one massive media giant with control of close to half of the streaming market—threatening to force Americans into higher subscription prices and fewer choices over what and how they watch, while putting American workers at risk," Warren said in a statement [https://www.warren.senate.gov/newsroom/press-releases/warren-on-netflix-warner-bros-proposed-deal-anti-monopoly-nightmare].
Under the deal, Netflix will acquire Warner Bros. studios, the HBO network, and their accompanying content libraries. WBD intends to proceed with previous plans to spin out its TV networks, including CNN and TNT, into a separate company.
Netflix had been in a bidding war for WBD's assets with Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]) and Comcast (CMCSA [https://seekingalpha.com/symbol/CMCSA]).
* The Pentagon has reportedly told European officials that it expects Europe to assume most of NATO's defense capabilities, including intelligence and missiles, by 2027.
U.S. officials also said that if European members are unable to meet the deadline, the "U.S. may stop participating in some NATO defense coordination mechanisms", according to Reuters [https://www.reuters.com/business/aerospace-defense/us-sets-2027-deadline-europe-led-nato-defense-officials-say-2025-12-05/], which cited sources with knowledge of the discussions.
Reuters added that some European officials view the 2027 deadline as unrealistic. It noted that some of the capabilities the U.S. provides, such as intelligence and surveillance, cannot be easily replaced and that much of the military equipment needed would take years to manufacture.
MORE ON NETFLIX, WARNER BROS. DISCOVERY
* Netflix: Warner Bros Acquisition Is A Bold Step Towards A Trillion Dollar Future [https://seekingalpha.com/article/4850706-netflix-warner-bros-acquisition-bold-step-towards-trillion-dollar-future]
* Netflix: Sell After The Warner Bros. Discovery Acquisition [https://seekingalpha.com/article/4850700-netflix-sell-after-the-warner-bros-discovery-acquisition]
* Netflix's $82.7 Billion Move: Brilliant Strategy Or Dangerous Gamble? [https://seekingalpha.com/article/4850684-netflix-82-7-billion-move-brilliant-strategy-or-dangerous-gamble]
* ETFs with heavy Netflix and Warner Bros. allocations are set to ride the media shakeup [https://seekingalpha.com/news/4529041-etfs-with-heavy-netflix-and-warner-bros-allocations-are-set-to-ride-the-media-shakeup]
* Sen. Warren says Netflix buying Warner Bros. is 'anti-monopoly nightmare.' [https://seekingalpha.com/news/4528995-sen-warner-says-netflix-buying-warner-bros-is-anti-monoply-nightmare]
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| 05.12.25 17:33:18 |
Entdeckte Schätze am US-Markt und zwei weitere vielversprechende Kleinwerte? |
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**Apple Inc** | Okay, here's a 600-word summary of the text, followed by a German translation:
**Summary (600 words)**
The article, produced by Simply Wall St, highlights a screener of “Undiscovered Gems” – small-cap stocks with strong fundamentals – currently performing well in the U.S. stock market. Despite broader market resilience and near-all-time highs for key indices like the Dow Jones and S&P 500, investors are actively seeking opportunities within smaller, less-followed companies.
The screener focuses on identifying companies exhibiting robust financial health, strong revenue and earnings growth, and favorable debt-to-equity ratios. The text presents three specific examples: Isabella Bank, TrustCo Bank Corp NY, and Fresh Del Monte Produce. Each company is evaluated using a “Simply Wall St Value Rating” (★★★★★★), indicating a highly favorable assessment.
**Isabella Bank** is a Michigan-based bank holding company focused on retail banking and wealth management. It stands out for its impressive 33% earnings growth over the past year, a healthy net interest margin (2.9%), and a conservative approach to loan risk (0.2% non-performing loans). Strategic share repurchases and board appointments further strengthen its position.
**TrustCo Bank Corp NY** operates as a personal and business banking service provider, characterized by a 39.2% net profit margin and a significant deposit base (US$5.5 billion). It demonstrates financial prudence with a low debt-to-equity ratio (3.7%) and a solid loan portfolio. Recent share repurchases signal confidence in the company’s valuation.
**Fresh Del Monte Produce** – a global food company – showcases resilience despite a recent loss. Despite a significant one-off expense, its earnings growth significantly surpasses industry averages (430.5%), indicating potential for future gains. The company’s strategic partnership with THACO Agri and below-fair-value trading contribute to its attractiveness.
The article stresses that these companies represent potential investment opportunities for investors seeking to diversify their portfolios and capitalize on undervalued assets. It’s important to note that Simply Wall St utilizes historical data and analyst forecasts to generate these ratings, and that these are not financial advice.
The text also emphasizes the importance of actively monitoring market movements and utilizing tools like Simply Wall St’s portfolio to stay informed. The article concludes by prompting readers to explore the full list of 297 stocks in the "Undiscovered Gems" screener and to consider their own investment strategies. It explicitly states that Simply Wall St holds no position in any of the companies mentioned.
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**German Translation (approx. 600 words)**
**Zusammenfassung (600 Wörter)**
Der Artikel, der von Simply Wall St produziert wurde, beleuchtet einen Screener von “Unentdeckten Juwelen” – Small-Cap-Aktien mit starken Fundamentaldaten, die derzeit gut in der US-Aktienmärkte performen. Trotz der allgemeinen Widerstandsfähigkeit des Marktes und der Nähe allzeittieferer Höchststände für wichtige Indizes wie den Dow Jones und den S&P 500 suchen Investoren aktiv nach Möglichkeiten innerhalb kleinerer, weniger-beachteter Unternehmen.
Der Screener konzentriert sich darauf, Unternehmen zu identifizieren, die robuste Finanzgesundheit, starkes Umsatz- und Gewinnwachstum sowie günstige Verschuldungs-zu-Eigenkapital-Verhältnisse aufweisen. Der Text präsentiert drei spezifische Beispiele: Isabella Bank, TrustCo Bank Corp NY und Fresh Del Monte Produce. Jedes Unternehmen wird anhand einer “Simply Wall St Value Rating” (★★★★★★) bewertet, was auf eine äußerst positive Einschätzung hindeutet.
**Isabella Bank** ist ein Bankholding-Unternehmen mit Sitz in Michigan, das sich auf Retail-Banking und Vermögensverwaltung konzentriert. Es sticht durch sein beeindruckendes Gewinnwachstum von 33 % im letzten Jahr, eine gesunde Nettozinssatzspanne (2,9 %) und einen konservativen Ansatz bei der Kreditrisikobewertung (0,2 % nicht performende Kredite) hervor. Strategische Aktienrückkäufe und die Ernennung von Vorstandsmitgliedern stärken seine Position zusätzlich.
**TrustCo Bank Corp NY** bietet persönliche und geschäftliche Bankdienstleistungen an und zeichnet sich durch eine Nettogewinnmarge von 39,2 % und eine bedeutende Einlagensumme (US$ 5,5 Milliarden) aus. Es demonstriert finanzielle Vorsicht mit einem niedrigen Verschuldungs-zu-Eigenkapital-Verhältnis (3,7 %) und einem soliden Kreditportfolio. Die jüngsten Aktienrückkäufe signalisieren Vertrauen in die Bewertung des Unternehmens.
**Fresh Del Monte Produce** – ein globales Lebensmittelunternehmen – zeigt Widerstandsfähigkeit, trotz eines jüngsten Verlustes. Trotz einer erheblichen einmaligen Ausgabenposition übertrifft sein Gewinnwachstum die Branchenraten deutlich (430,5 %). Die strategische Partnerschaft mit THACO Agri und der Handel unterhalb des geschätzten fairen Werts tragen zu seiner Attraktivität bei.
Der Text betont, dass diese Unternehmen potenzielle Investitionsmöglichkeiten für Investoren darstellen, die ihre Portfolios diversifizieren und unbewertete Vermögenswerte nutzen möchten. Es ist wichtig zu beachten, dass Simply Wall St historische Daten und Analystenprognosen nutzt, um diese Bewertungen zu generieren, und dass dies keine Finanzberatung ist.
Der Text unterstreicht außerdem die Bedeutung der aktiven Überwachung von Marktbewegungen und der Nutzung von Werkzeugen wie Simply Wall St’s Portfolio, um informiert zu bleiben. Der Artikel schließt mit der Aufforderung an die Leser, die vollständige Liste der 297 Aktien im “Undiscovered Gems” Screener zu erkunden und ihre eigenen Anlage strategien zu berücksichtigen. Es wird ausdrücklich angegeben, dass Simply Wall St in keinem der genannten Unternehmen eine Position hält. |
| 05.12.25 17:21:38 |
Die FTSE 100 ist trotz milder US-Inflationszahlen gefallen. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**BP PLC** | Okay, here’s a summary of the text, followed by a German translation, staying within the 600-word limit:
**Summary (approx. 550 words)**
Despite generally positive global market sentiment driven by in-line US inflation data – which fueled hopes for a rate cut by the Federal Reserve – the London Stock Exchange (LSE) experienced a mixed day on Friday. The FTSE 100, heavily weighted with energy and commodity stocks, underperformed, closing down 0.5%. This decline was largely attributed to significant falls in the share prices of BP and Shell, two of the index’s largest contributors. Bank of America downgraded both companies, citing weakening oil and gas prices and refining margins.
The broader market context was marked by gains in New York, where the Dow Jones, S&P 500, and Nasdaq Composite indices rose by 0.3%. The US Bureau of Economic Analysis reported that the Personal Consumption Expenditures (PCE) price index, a key inflation gauge, remained unchanged at 0.3% month-on-month, supporting the expectation of a Fed rate cut. The core PCE price index, excluding food and energy, also held steady, while the year-on-year rate cooled slightly.
However, the FOMC (Federal Open Market Committee) was reported to be increasingly split, with differing views on the appropriate course of action. Minutes from the October meeting revealed “strongly differing views” on the December meeting decision. This division prompted analysts to suggest a high probability of a quarter-point rate cut.
Alongside the macroeconomic data, several individual stock movements influenced the FTSE 250. Trustpilot rallied significantly after responding to a critical report by Grizzly Research, disputing the report’s “factual inaccuracies and false claims”. Greggs also saw a rise following JPMorgan’s initiation of coverage with an “overweight” rating, citing potential catalysts for growth. Ocado received a $350 million compensation payment from Kroger for the closure of customer fulfilment centers.
Conversely, Big Yellow shares fell after abandoning takeover talks with Blackstone, and Smith’s Group shares fell due to the closure of customer fulfilment centers. Advanced Medical Solutions saw a jump after a Sky News report indicated a potential bid from Bridgepoint.
Brent oil prices edged higher, while gold prices retreated.
**German Translation (approx. 500 words – Zusammenfassung)**
**Mixes Signale am Londoner Aktienmarkt – Ein Rückgang der FTSE 100 trotz positiver US-Inflationsdaten**
Trotz einer insgesamt positiven Marktentwicklung, die durch die stabilen Inflationsdaten in den USA getragen wurde – und die Hoffnungen auf einen Zinssenkung durch den Federal Reserve beflügelten – verzeichnete der Londoner Aktienmarkt (LSE) am Freitag einen gemischten Handel. Der FTSE 100, stark gewichtet mit Energie- und Rohstoffaktien, unterperformte und schloss um 0,5 % tiefer. Dieser Rückgang wurde hauptsächlich auf die deutliche Kursverlängerung der Aktien von BP und Shell zurückgeführt, zwei der größten Beiträge zum Index. Bank of America hat beide Unternehmen nachgelassen, da die Öl- und Gaspreise sowie die Raffineriemargins schwächer werden.
Der breitere Marktdurchgang wurde von Gewinnen in New York unterstützt, wo die Indizes Dow Jones, S&P 500 und Nasdaq Composite um 0,3 % stiegen. Das US Bureau of Economic Analysis meldete, dass der Personal Consumption Expenditures (PCE) Preisindex – ein wichtiger Inflationsindikator – unverändert bei 0,3 % monatlich lag, was die Erwartungen für eine Zinssenkung durch den Federal Reserve bekräftigte. Der Kern-PCE Preisindex, der Lebensmittel und Energie ausschließt, blieb ebenfalls stabil, während die Jahresrate leicht abkühlte.
Dennoch gab es Berichte, dass der FOMC (Federal Open Market Committee) zunehmend gespalten ist, mit unterschiedlichen Ansichten über den richtigen Kurs der Aktion. Die Protokolle der Sitzung von Oktober enthielten „starke unterschiedliche Ansichten“ über die Entscheidung für den Dezembertermin. Dies führte Analysten dazu, eine hohe Wahrscheinlichkeit für eine Zinssenkung um 0,25 % zu vermuten.
Neben den makroökonomischen Daten beeinflussten einzelne Aktienbewegungen den FTSE 250. Trustpilot erholte sich deutlich, nachdem es auf einen kritischen Bericht von Grizzly Research geantwortet hatte, der die Ungenauigkeiten und falschen Behauptungen des Berichts bestritt. Greggs stieg ebenfalls, nachdem JPMorgan die Aufnahme mit einer „überwogenen“ Bewertung initiiert hatte, unter Berufung auf potenziellen Wachstumstreiber. Ocado erhielt eine Zahlung von 350 Millionen Dollar als Entschädigung von Kroger für die Schließung von Kundenabfüllzentren.
Im Gegenzug fielen die Aktien von Big Yellow nach dem Verzicht auf Übernahmegespräche mit Blackstone und die Aktien von Smiths Group aufgrund der Schließung von Kundenabfüllzentren. Die Aktien von Advanced Medical Solutions stiegen, nachdem Sky News berichtet hatte, dass Private-Equity-Fonds Bridgepoint ein Angebot für das Unternehmen in Betracht ziehen. Sky sagte, ein Angebot könnte bei 270 bis 280 Dollar pro Aktie liegen, deutlich über dem Schlusskurs von 207,50 Dollar am Donnerstag.
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| 05.12.25 17:05:00 |
Meet the Supercharged Growth Stock That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $2 Trillion Club by 2028 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Key Points
Lilly's market cap recently touched $1 trillion. Forecasts for the GLP-1 market are evolving. New applications for GLP-1 drugs are emerging. 10 stocks we like better than Eli Lilly ›
Apple was the first company in history to reach $1 trillion in market value, a milestone that it hit in August 2018. Just seven years later the maker of iPhones, iPads, and Macs is valued at a stunning $4.2 trillion, while five other technology companies now have market caps that exceed $2 trillion.
This growth shows just how fast companies that are first to embrace a world-changing new technology -- in this case artificial intelligence -- can scale. I predict, however, that another, quite different technology will push the market cap of a company outside the tech sector above the $2 trillion level by 2028.
The company I'm referring to is pharmaceutical giant Eli Lilly(NYSE: LLY) and the technology is one that everyone is familiar with by now -- the class of medications called GLP-1 agonists, which have proven extremely effective in lowering blood sugar levels and promoting weight loss.
Eli Lilly now has the world's best-selling drug
In the third quarter, Eli Lilly's GLP-1 medication -- called tirzepatide, which treats both type 2 diabetes and obesity -- became the best-selling drug on the planet. In doing so, it knocked Keytruda, the cancer immunotherapy drug made by Merck, off the throne. Tirzepatide is sold as Mounjaro for treating type 2 diabetes and as Zepbound for weight loss.
Sales of tirzepatide have pushed Eli Lilly's stock 633% higher over the past five years -- the bulk of that rapid rise has come since May 2022 when the company first started selling the drug for treatment of diabetes -- and 38% higher this year. For comparison, the S&P 500 index is up 87% over the past five years and 16% this year.
That growth pushed Eli Lilly's market cap briefly above $1 trillion in November. The stock has settled back a bit since then, to around $953 billion. But I would argue that Eli Lilly's fortunes -- and those of its shareholders -- are very closely tied to the GLP-1 market. In the third quarter, sales of Mounjaro and Zepbound accounted for about $10.1 billion in revenue, or about 57% of the company's total revenue. In its third-quarter filing, Lilly said the two products were largely responsible for its 54% revenue growth.
Forecasts for the GLP-1 market are changing
Forecasts for the GLP-1 market are all over the map at the moment. But one research firm expects it to grow from about $49 billion this year to more than $157 billion by 2035, which represents a compound annual growth rate of 11.1%.
Story Continues
Yet several factors are causing some analysts to rethink those numbers, and even lower them. Chief among those are what analysts call "price erosion." That is, declining prices per unit of medication.
And we've seen some of that up close in recent weeks, as both Lilly and GLP-1 competitor Novo Nordisk in November struck a deal with the Trump administration to dramatically lower the prices they charge Medicare patients for their obesity drugs.
Other markets and ailments are emerging for GLP-1 drugs
But I would argue that kind of thinking is myopic. First, consider that obesity has long been an epidemic of developed countries. Now, however, obesity is proliferating in other nations, including large emerging-market countries like China. Goldman Sachs, which recently dialed back its forecast for the GLP-1 market's growth due to expected price erosion, also increased its forecast for markets outside the U.S. As of 2020, half of all Chinese adults were overweight or obese. The Chinese government projects that will rise to 65% by 2030.Image source: Getty Images.
In addition, the potential uses for GLP-1 drugs are rapidly increasing in number. The drugs are now being explored as treatments for addiction -- reducing cravings for everything from alcohol to gambling -- as well as osteoarthritis and Alzheimer's disease, among many other ailments. They're even being studied as a potential treatment for obesity in cats and other pets.
If GLP-1 drugs can help with so many diseases and chronic conditions, the market for them is poised to explode much more dramatically than current forecasts allow. Eli Lilly is currently the leader in the GLP-1 drug market, and I see its share price and market cap benefiting from that growth in a big way.
Should you buy stock in Eli Lilly right now?
Before you buy stock in Eli Lilly, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Eli Lilly 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 $556,658!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,124,157!*
Now, it’s worth noting Stock Advisor’s total average return is 1,001% — a market-crushing outperformance compared to 194% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of December 1, 2025
Matthew Benjamin has positions in Novo Nordisk. The Motley Fool has positions in and recommends Apple, Goldman Sachs Group, and Merck. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.
Meet the Supercharged Growth Stock That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $2 Trillion Club by 2028 was originally published by The Motley Fool
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| 05.12.25 16:54:24 |
Intel (INTC) Falls 7% from Record High as Traders Book Profits |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | We recently published 10 Stocks Losing Their Fire. Intel Corporation (NASDAQ:INTC) is one of the worst performers on Thursday.
Intel snapped a two-day rally on Thursday, shedding 7.45 percent to close at $40.50 apiece as investors resorted to profit-taking to take advantage of the previous day’s record high.
At intra-day trading, the stock fell by as much as 8.3 percent.Intel (INTC) Falls 7% from Record High as Traders Book Profits
Earlier this week, investors loaded on shares of Intel Corporation (NASDAQ:INTC) amid brewing reports that it may supply chips anew to technology giant Apple Inc.
TF International Securities analyst Ming-Chi Kuo said in a market report that Apple Inc. could tap Intel Corp. (NASDAQ:INTC) to supply its lowest-end M-series chips in the next two years.
The two firms previously worked on chips used on MacBook laptops and desktops before Apple Inc. switched to its own design, manufactured by Taiwan Semiconductor Manufacturing Company.
Kuo said that the latest industry surveys indicate that “visibility on Intel Corporation (NASDAQ:INTC) becoming an advanced-node supplier to Apple has recently improved significantly.”
Intel Corp. (NASDAQ:INTC) has been luring Apple Inc. to invest in the company since September this year, as part of its turnaround and revival efforts.
and went in a wait-and-see mode for more catalysts to boost buying.
Intel Corporation (NASDAQ:INTC) is set to participate in the Barclays Global Technology Conference on Wednesday, December 10, where investors will closely watch out for cues on business developments and deals with other technology giants.
While we acknowledge the potential of INTC 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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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| 05.12.25 16:31:00 |
2 Monster Stocks to Hold for the Next 5 Years |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | After two years of a roaring bull market, the S&P 500 just had its worst month since 2022, falling 5.8% in March. Multiple factors are pressuring stocks, including fears about President Donald Trump's trade war, weakening consumer sentiment, valuation-related pressure, and inflation remaining higher than the Fed's target of 2%.
Picking stocks might seem difficult now amid some fears of a recession, but stock market sell-offs offer great opportunities to buy stocks as many excellent companies are trading at a discount. Keep reading to see two of these top stocks that are worth buying and holding for the next five years.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
Image source: Getty Images.
1. Taiwan Semiconductor
Taiwan Semiconductor Manufacturing (NYSE: TSM), the world's largest contract chip manufacturer, has one of the widest economic moats in business. The company is a linchpin in the global economy as it's the primary chip manufacturer for companies like Apple, Nvidia, Advanced Micro Devices, and Broadcom.
That's been a favorable position to occupy in recent years, especially during the AI boom, and TSMC's sales and profits have soared. Taiwan Semiconductor, or Taiwan Semi for short, is also the leading producer of advanced chips in the world with a market share of around 90%, making the company especially valuable in the AI era.
However, the semiconductor industry is cyclical, and that's prompted a sell-off in TSMC stock as the broad market has pulled back. As of March 31, Taiwan Semi stock is down 26% from its recent peak, setting up an attractive buying opportunity.
TSMC stock currently trades at a price-to-earnings (P/E) ratio of 24.3, essentially on par with the S&P 500 even though it's growing much faster.
Though its exposure to Taiwan and the risk of Chinese invasion have driven some investors away, the company is diversifying its manufacturing base around the world. It was awarded billions from the CHIPS Act, and the company announced a $100 billion investment in the U.S. at the White House a month ago.
Taiwan Semi's revenue growth, which was 39% in the fourth quarter, could slow if the global economy weakens, but the tailwinds from AI are undeniable and should propel the company's growth over the long term. With clear leadership in a massive and growing industry, and a great price after the sell-off, TSMC looks like a no-brainer stock to hold for the next five years.
2. The Trade Desk
Another beaten-down stock that looks like a steal right now is The Trade Desk (NASDAQ: TTD), the leading demand-side platform (DSP) in the ad-tech industry.
Shares of The Trade Desk plunged on its Q4 earnings report in February as the company missed its revenue guidance for the first time ever as a public company. While CEO Jeff Green was quick to own the shortfall, saying it was due to internal errors rather than competition, advertising headwinds, or another outside factor, the sell-off wasn't entirely the result of internal errors, as the stock was priced for perfection heading into the report.
We may need to see another earnings report from the Trade Desk to be sure that the Q4 report was an outlier rather than the start of a new trend, but after falling 60%, the stock is worth scooping up at the current price.
Although its Q4 results might have been worse than expected, the company still showed solid growth with revenue up 22% to $741 million. Like semiconductors, advertising is a cyclical business, but The Trade Desk delivered strong results in 2022 when much of the advertising industry was struggling.
Based on its adjusted earnings, the stock now trades at a P/E ratio of 33, which looks like a good price to pay for this longtime industry leader. The Trade Desk still has a lot of growth opportunities in AI, Connected TV, and beyond, and with its track record and valuation, it's a good bet to outperform over the next five years.
Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now?
Before you buy stock in Taiwan Semiconductor Manufacturing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $676,774!*
Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. TheStock Advisorservice has more than quadrupled the return of S&P 500 since 2002*. Don’t miss out on the latest top 10 list, available when you joinStock Advisor.
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*Stock Advisor returns as of April 1, 2025
Jeremy Bowman has positions in Nvidia, Taiwan Semiconductor Manufacturing, and The Trade Desk. The Motley Fool has positions in and recommends Apple, Nvidia, Taiwan Semiconductor Manufacturing, and The Trade Desk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 16:23:00 |
MongoDB Is Rallying After Earnings. Here's What It Really Means for Investors. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**BP PLC** | Key Points
MongoDB’s Q3 earnings report crushed analysts’ expectations. It raised its revenue and adjusted EPS guidance for the year. But much optimism is now baked into the stock's valuation.10 stocks we like better than MongoDB ›
MongoDB's (NASDAQ: MDB) stock surged by more than 20% on Tuesday in response to its latest earnings report. In its fiscal 2026 third quarter (which ended on Oct. 31), the database management company's revenue rose 19% year over year to $628 million, exceeding analysts' consensus estimates by $35 million.
Its adjusted earnings per share (EPS) of $1.32 also beat the consensus forecast by $0.53 and marked a big improvement from its adjusted loss per share of $1.16 a year earlier.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Management also raised its guidance. For the fiscal year (which ends in January), it expects its revenue to rise 21% as its adjusted EPS grows by 30% to 31%. It had previously forecast that its revenue would rise by 16% to 17% and that adjusted EPS would be close to flat.
Does that beat-and-raise performance make MongoDB a great growth stock to buy in this choppy market? Let's take a fresh look at its growth rates and valuations to decide.
Image source: Getty Images.
What does MongoDB do?
MongoDB's namesake platform helps companies store large amounts of data in non-relational databases. That sets it apart from older relational databases, which store data in rigidly structured tables and rows. Non-relational databases can usually be scaled, tweaked, and customized for specific tasks more easily than relational databases.
MongoDB also offers a subscription-based cloud platform, Atlas, which helps its clients analyze all of that data. It already serves more than 62,500 customers worldwide -- including blue chip giants like Verizon Communications, Adobe, and Cisco Systems -- and it's working with over 1,000 tech and service partners.
MongoDB faces competition from bigger database companies like Oracle, which offers both relational and non-relational databases, and cloud infrastructure giants like Amazon, which integrate database services into their own platforms. However, those tech giants often lock their customers into their sticky ecosystems.
By contrast, MongoDB can be integrated into Amazon Web Services (AWS), Microsoft Azure, and other cloud platforms, making it a more flexible choice. That's particularly useful for companies that run their services across multiple clouds.
How fast is MongoDB growing?
From fiscal 2018 to fiscal 2025, MongoDB's revenue grew at a compound annual rate of 44%, its adjusted gross margin expanded from 72% to 76%, and its adjusted operating margin improved from negative 19% to positive 15%. But over the past three years, its revenue growth has cooled off. Metric Fiscal 2020 Fiscal 2021 Fiscal 2022 Fiscal 2023 Fiscal 2024 Fiscal 2025 Revenue growth 58% 40% 48% 47% 31% 19% Adjusted gross margin 72% 72% 73% 75% 77% 76% Adjusted operating margin (13%) (8%) (3%) 5% 16% 15%
Data source: MongoDB.
That slowdown, which the company mainly attributed to macro headwinds impacting enterprise software spending, suggested its hypergrowth days were over. But its revised outlook for 21% revenue growth in fiscal 2026 points to a halt in that slowdown.
MongoDB hiked its guidance in response to the rapid growth of the artificial intelligence (AI) market, which is driving more companies to analyze data on its Atlas platform. In the third quarter of fiscal 2026, Atlas revenue soared 30% year over year and accounted for 75% of the company's top line. That was up from just 66% in the prior-year period.
During the conference call, CEO CJ Desai said the company still saw a "large opportunity ahead for both core operational data and emerging AI workloads" and was well-positioned to become the "generational data platform of choice in the AI era."
Desai noted that MongoDB's focus on collecting unstructured data made it an ideal platform for making sense of the messy large language models (LLMs) that provide the data for AI agents, chatbots, and other generative AI applications.
How much higher could MongoDB's stock soar?
From fiscal 2025 to fiscal 2028, analysts expect MongoDB's revenue and adjusted EPS to grow at compound annual rates of 19% and 9%, respectively. But at around $409 per share, its stock already trades at 116 times next year's earnings -- so a bit too much hoped-for growth might be baked into the price.
It's possible that Wall Street's estimates will turn out to be a bit conservative, not fully accounting for the AI tailwinds that have been aiding the business, but even a few earnings upgrades wouldn't make MongoDB stock a bargain.
MongoDB also isn't yet profitable on a generally accepted accounting principles (GAAP) basis, and it has increased its number of outstanding shares by 35% over the past five years. That persistent pattern of dilution could keep its valuations high even if the stock pulls back.
Management's forecast for accelerating growth this year was encouraging, but the company is not out of the woods yet. Its stock could stabilize and steadily rise over the next year as more AI-driven customers feed their data to Atlas, but I don't expect the stock to soar by more than 40% and revisit the record high it set in November 2021.
Should you invest $1,000 in MongoDB right now?
Before you buy stock in MongoDB, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and MongoDB 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 $556,658!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,124,157!*
Now, it’s worth noting Stock Advisor’s total average return is 1,001% — a market-crushing outperformance compared to 194% 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 December 1, 2025
Leo Sun has positions in Amazon and Verizon Communications. The Motley Fool has positions in and recommends Adobe, Amazon, Cisco Systems, Microsoft, MongoDB, and Oracle. The Motley Fool recommends Verizon Communications and recommends the following options: long January 2026 $395 calls on Microsoft, long January 2028 $330 calls on Adobe, short January 2026 $405 calls on Microsoft, and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 05.12.25 16:16:00 |
Parsons wird das Air-Traffic-Control-Problem nicht lösen. Der Aktienkurs fällt. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**BP PLC** | Okay, here's a condensed summary of the text and its German translation:
**Summary (English):**
Shares of Parsons, a government contractor, plummeted 25% to $63.36 on Friday after the government awarded the contract to modernize America’s air-traffic control system to a competitor. Investors reacted negatively to the news, anticipating a significant decline in Parsons' business.
**Translation (German):**
**Zusammenfassung:**
Die Aktien von Parsons, einem Auftragsunternehmen für den Staat, fielen am Freitag um 25% auf 63,36 US-Dollar, nachdem die Regierung einen anderen Anbieter zur Modernisierung des amerikanischen Luftverkehrsmanagementsystems ausgewählt hatte. Investoren gingen davon aus, dass das Geschäft an einen Wettbewerber abgewandert sei.
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Would you like me to:
* Provide a different length of summary?
* Offer a slightly different translation? |
| 05.12.25 16:05:00 |
Dollar Tree Stock Will Go a Lot Further Than a Buck |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Inflation and tariffs have made it near impossible for discount chains to sell many items for $1 or less. It hasn’t mattered.
Continue Reading |
| 05.12.25 15:43:00 |
MongoDB Is Rallying After Earnings. Here's What It Really Means for Investors. |
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**BP PLC** | Key Points
MongoDB’s Q3 earnings report crushed analysts’ expectations. It raised its revenue and adjusted EPS guidance for the year. But much optimism is now baked into the stock's valuation. 10 stocks we like better than MongoDB ›
MongoDB's (NASDAQ: MDB) stock surged by more than 20% on Tuesday in response to its latest earnings report. In its fiscal 2026 third quarter (which ended on Oct. 31), the database management company's revenue rose 19% year over year to $628 million, exceeding analysts' consensus estimates by $35 million.
Its adjusted earnings per share (EPS) of $1.32 also beat the consensus forecast by $0.53 and marked a big improvement from its adjusted loss per share of $1.16 a year earlier.
Management also raised its guidance. For the fiscal year (which ends in January), it expects its revenue to rise 21% as its adjusted EPS grows by 30% to 31%. It had previously forecast that its revenue would rise by 16% to 17% and that adjusted EPS would be close to flat.
Does that beat-and-raise performance make MongoDB a great growth stock to buy in this choppy market? Let's take a fresh look at its growth rates and valuations to decide.Image source: Getty Images.
What does MongoDB do?
MongoDB's namesake platform helps companies store large amounts of data in non-relational databases. That sets it apart from older relational databases, which store data in rigidly structured tables and rows. Non-relational databases can usually be scaled, tweaked, and customized for specific tasks more easily than relational databases.
MongoDB also offers a subscription-based cloud platform, Atlas, which helps its clients analyze all of that data. It already serves more than 62,500 customers worldwide -- including blue chip giants like Verizon Communications, Adobe, and Cisco Systems -- and it's working with over 1,000 tech and service partners.
MongoDB faces competition from bigger database companies like Oracle, which offers both relational and non-relational databases, and cloud infrastructure giants like Amazon, which integrate database services into their own platforms. However, those tech giants often lock their customers into their sticky ecosystems.
By contrast, MongoDB can be integrated into Amazon Web Services (AWS), Microsoft Azure, and other cloud platforms, making it a more flexible choice. That's particularly useful for companies that run their services across multiple clouds.
How fast is MongoDB growing?
From fiscal 2018 to fiscal 2025, MongoDB's revenue grew at a compound annual rate of 44%, its adjusted gross margin expanded from 72% to 76%, and its adjusted operating margin improved from negative 19% to positive 15%. But over the past three years, its revenue growth has cooled off.
Story Continues
Metric Fiscal 2020 Fiscal 2021 Fiscal 2022 Fiscal 2023 Fiscal 2024 Fiscal 2025 Revenue growth 58% 40% 48% 47% 31% 19% Adjusted gross margin 72% 72% 73% 75% 77% 76% Adjusted operating margin (13%) (8%) (3%) 5% 16% 15%
Data source: MongoDB.
That slowdown, which the company mainly attributed to macro headwinds impacting enterprise software spending, suggested its hypergrowth days were over. But its revised outlook for 21% revenue growth in fiscal 2026 points to a halt in that slowdown.
MongoDB hiked its guidance in response to the rapid growth of the artificial intelligence (AI) market, which is driving more companies to analyze data on its Atlas platform. In the third quarter of fiscal 2026, Atlas revenue soared 30% year over year and accounted for 75% of the company's top line. That was up from just 66% in the prior-year period.
During the conference call, CEO CJ Desai said the company still saw a "large opportunity ahead for both core operational data and emerging AI workloads" and was well-positioned to become the "generational data platform of choice in the AI era."
Desai noted that MongoDB's focus on collecting unstructured data made it an ideal platform for making sense of the messy large language models (LLMs) that provide the data for AI agents, chatbots, and other generative AI applications.
How much higher could MongoDB's stock soar?
From fiscal 2025 to fiscal 2028, analysts expect MongoDB's revenue and adjusted EPS to grow at compound annual rates of 19% and 9%, respectively. But at around $409 per share, its stock already trades at 116 times next year's earnings -- so a bit too much hoped-for growth might be baked into the price.
It's possible that Wall Street's estimates will turn out to be a bit conservative, not fully accounting for the AI tailwinds that have been aiding the business, but even a few earnings upgrades wouldn't make MongoDB stock a bargain.
MongoDB also isn't yet profitable on a generally accepted accounting principles (GAAP) basis, and it has increased its number of outstanding shares by 35% over the past five years. That persistent pattern of dilution could keep its valuations high even if the stock pulls back.
Management's forecast for accelerating growth this year was encouraging, but the company is not out of the woods yet. Its stock could stabilize and steadily rise over the next year as more AI-driven customers feed their data to Atlas, but I don't expect the stock to soar by more than 40% and revisit the record high it set in November 2021.
Should you invest $1,000 in MongoDB right now?
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Leo Sun has positions in Amazon and Verizon Communications. The Motley Fool has positions in and recommends Adobe, Amazon, Cisco Systems, Microsoft, MongoDB, and Oracle. The Motley Fool recommends Verizon Communications and recommends the following options: long January 2026 $395 calls on Microsoft, long January 2028 $330 calls on Adobe, short January 2026 $405 calls on Microsoft, and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
MongoDB Is Rallying After Earnings. Here's What It Really Means for Investors. was originally published by The Motley Fool
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