Latest news with #WKEY
Business Insider
09-07-2025
- Business
- Business Insider
Analysts Offer Insights on Technology Companies: WISeKey International Holding (WKEY) and Nvidia (NVDA)
There's a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on WISeKey International Holding (WKEY – Research Report) and Nvidia (NVDA – Research Report) with bullish sentiments. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. WISeKey International Holding (WKEY) Maxim Group analyst Matthew Galinko maintained a Buy rating on WISeKey International Holding on July 3 and set a price target of $10.00. The company's shares closed last Tuesday at $6.26. According to Galinko is a 4-star analyst with an average return of 4.6% and a 39.4% success rate. Galinko covers the Technology sector, focusing on stocks such as Intchains Group Ltd. ADR, Ondas Holdings, and ZenaTech, Inc. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for WISeKey International Holding with a $7.00 average price target. Nvidia (NVDA) In a report released today, Timothy Arcuri from UBS maintained a Buy rating on Nvidia, with a price target of $175.00. The company's shares closed last Tuesday at $160.00. According to Arcuri is a top 25 analyst with an average return of 33.4% and a 74.3% success rate. Arcuri covers the Technology sector, focusing on stocks such as Advanced Micro Devices, ARM Holdings PLC ADR, and Allegro MicroSystems. Nvidia has an analyst consensus of Strong Buy, with a price target consensus of $175.97, a 10.4% upside from current levels. In a report issued on June 25, Loop Capital Markets also maintained a Buy rating on the stock with a $250.00 price target.
Yahoo
23-04-2025
- Business
- Yahoo
Medpace Holdings Inc (MEDP) Q1 2025 Earnings Call Highlights: Revenue Growth Amidst Competitive ...
Revenue: $558.6 million in Q1 2025, a 9.3% year-over-year increase. Net New Business Awards: $500 million, a decrease of 18.8% from the prior year. Ending Backlog: Approximately $2.8 billion as of March 31, 2025, a decrease of 2.1% from the prior year. Backlog Conversion: 19.2% of beginning backlog in Q1 2025. EBITDA: $118.6 million, a 2.6% increase from Q1 2024. EBITDA Margin: 21.2%, down from 22.6% in the prior year period. Net Income: $114.6 million, an 11.7% increase from the prior year period. Net Income per Diluted Share: $3.67, up from $3.20 in the prior year period. Cash Flow from Operating Activities: $125.8 million in Q1 2025. Cash Balance: $441.4 million as of March 31, 2025. Share Repurchase: Approximately 1.19 million shares for $389.8 million in Q1 2025. 2025 Revenue Guidance: $2.14 billion to $2.24 billion, growth of 1.5% to 6.2% over 2024. 2025 EBITDA Guidance: $462 million to $492 million, a decline of 3.8% to growth of 2.5% compared to 2024. 2025 Net Income Guidance: $378 million to $402 million. 2025 Earnings per Diluted Share Guidance: $12.26 to $13.04. Warning! GuruFocus has detected 8 Warning Signs with WKEY. Release Date: April 22, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Revenue for the first quarter of 2025 was $558.6 million, representing a year-over-year increase of 9.3%. Net income for the first quarter increased by 11.7% compared to the prior year, reaching $114.6 million. Medpace Holdings Inc (NASDAQ:MEDP) generated $125.8 million in cash flow from operating activities during the first quarter. The company repurchased approximately 1.19 million shares for $389.8 million, indicating strong capital return to shareholders. Guidance for full-year 2025 revenue is expected to be in the range of $2.14 billion to $2.24 billion, showing potential growth over 2024. Net new business awards entering backlog in the first quarter decreased by 18.8% from the prior year. The net book-to-bill ratio was 0.90, indicating a decline in new business relative to revenue. Backlog cancellations were modestly elevated, with pre-backlog cancellations being significantly worse. EBITDA margin for the first quarter was 21.2%, down from 22.6% in the prior year period. The company faces increased price competition and variability in the quality of RFPs, impacting business decisions. Q: Are you seeing more price competition in RFPs, and is this affecting the quality of RFPs? A: Yes, there is more price competition, especially during industry slowdowns. This results in more CROs being invited to bid, which can increase RFP numbers. However, the quality of RFPs is affected by unfunded projects seeking proposals to secure funding, leading to a worsening in RFP quality. (August Troendle, CEO) Q: What would be required to achieve a 1.15 book-to-bill ratio in the second half of the year? A: Achieving a 1.15 book-to-bill ratio depends on reducing cancellations and improving the business climate. We have visibility into opportunities that could convert into backlog, but this requires projects to move into execution and avoiding large cancellations. (August Troendle, CEO) Q: What impact could a stable environment have on bookings and revenue for the second half of the year? A: In a stable environment, we might see a book-to-bill ratio around 1.0. Revenue for the second half is mostly locked in, but there is still some risk due to potential client funding difficulties. We don't have a model for 2026 yet. (August Troendle, CEO) Q: Can you provide more details on the cancellation trends and their impact? A: Cancellations have been broad, largely due to funding issues, but also include reprioritization and drug safety concerns. We don't disclose specific cancellation rates but discuss trends and magnitudes. (August Troendle, CEO) Q: How is Medpace responding to increased competition in the biotech CRO landscape? A: We haven't seen a significant change in competitive dynamics. Our approach remains focused on providing personalized services, and we haven't made changes in response to competitors restructuring their approach. (August Troendle, CEO) Q: What factors contributed to the higher revenue growth in Q1, and how sustainable is this growth? A: The higher revenue growth was influenced by increased reimbursable cost activity and better-than-expected program progression. This was more timing-related, and we expect reimbursable costs to stabilize at similar levels to the back half of 2024. (Kevin Brady, CFO) Q: How are funding issues affecting client commitments and project cancellations? A: Clients often represent having funding arranged, but commitments can be weak, leading to funding issues. This is part of the dynamic causing project cancellations, particularly in pre-backlog stages. (August Troendle, CEO) Q: What is the outlook for headcount growth given the current environment? A: We are targeting mid-single-digit headcount growth this year, but this will depend on how the business environment unfolds. If conditions improve, we may accelerate hiring. (Jesse Geiger, President) For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
30-03-2025
- Business
- Yahoo
Why WISeKey International Holding (WKEY) Is Plunging in 2025?
We recently published a list of . In this article, we are going to take a look at where WISeKey International Holding AG (NASDAQ:WKEY) stands against other cybersecurity stocks that are plunging in 2025. Cybersecurity stocks ranked among the hottest names on the stock market for years as these companies have been riding a wave of cyber threats and have easily acquired clients. Moreover, AI made them even hotter. These companies delivered jaw-dropping growth as businesses scrambled to protect their data from extremely sophisticated attacks. Even in this environment, many are still posting very impressive revenue figures. Their services remain in high demand because cybercrime shows no signs of slowing down. Yet despite this strength, their stock prices have taken a nosedive this year. Unfortunately, there's a lot of pessimism surrounding AI and connected themes like cybersecurity. Wall Street is pulling back on these names, and the shift has dragged down some stocks that were market darlings just a few months before. It's a good idea to look into the cybersecurity stocks that have been sold off the most, as there are likely buying opportunities here. For this article, I screened the worst-performing cybersecurity stocks year-to-date. I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A technician installing a complex of microcontrollers and internet of things devices inside a server rack. Number of Hedge Fund Holders In Q4 2024: N/A WISeKey International Holding AG (NASDAQ:WKEY) is a Swiss cybersecurity company that provides security for IoT and digital identity ecosystems. The stock is down significantly so far in 2025 as WISeKey (NASDAQ:WKEY)'s subsidiary SEALSQ raised $10 million in a private placement to fund production facilities and quantum-ready semiconductor development. This raised investor concerns about potential dilution. Plus, WISeKey (NASDAQ:WKEY) reported trailing twelve-month revenue of $20.99 million but a net loss of $17.86 million. The consensus price target of $4 implies 9.3% downside. WKEY stock is down 51.30% year-to-date. Overall, WKEY ranks 3rd on our list of cybersecurity stocks that are plunging in 2025. While we acknowledge the potential of WKEY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WKEY but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
