Latest news with #management
Yahoo
4 hours ago
- Business
- Yahoo
Can CrowdStrike Stock Keep Moving Higher in 2025?
CrowdStrike's all-in-one Falcon cybersecurity platform is increasingly popular for businesses, and it has a substantial long-term growth runway. However, CrowdStrike stock is trading at a record high following a 40% gain this year, and its valuation is starting to look a little rich. Investors hoping for more upside in 2025 might be left disappointed, but there is still an opportunity here for those with a longer time horizon. 10 stocks we like better than CrowdStrike › CrowdStrike (NASDAQ: CRWD) is one of the world's biggest cybersecurity companies. Its stock has soared 40% year to date, but its current valuation might be a barrier to further upside for the remainder of the year. With that said, investors who are willing to take a longer-term view could still reap significant rewards by owning a slice of CrowdStrike. The company's holistic all-in-one platform is extremely popular with enterprise customers, and its annual recurring revenue (ARR) could more than double over the next six years based on a forecast from management. The cybersecurity industry is quite fragmented, meaning many providers often specialize in single products like cloud security or identity security, so businesses have to use multiple vendors to achieve adequate protection. CrowdStrike is an outlier in that regard because its Falcon platform is a true all-in-one solution that allows its customers to consolidate their entire cybersecurity stack with one vendor. Falcon uses a cloud-based architecture, which means organizations don't need to install software on every computer and device. It also relies heavily on artificial intelligence (AI) to automate threat detection and incident response, so it operates seamlessly in the background and requires minimal intervention, if any, from the average employee. To lighten the workload for cybersecurity managers specifically, CrowdStrike launched a virtual assistant in 2023 called Charlotte AI. It eliminates alert fatigue by autonomously filtering threats, which means human team members only have to focus on legitimate risks to their organization. Charlotte AI is 98% accurate when it comes to triaging threats, and the company says it's saving managers more than 40 hours per week on average right now. Falcon features 30 different modules (products), so businesses can put together a custom cybersecurity solution to suit their needs. At the end of the company's fiscal 2026 first quarter (ended April 30), a record 48% of its customers were using six or more modules, up from 44% in the year-ago period. It launched a new subscription option in 2023 called Flex, which allows businesses to shift their annual contracted spending among different Falcon modules as their needs change. This can save customers substantial amounts of money, and it also entices them to try modules they might not have otherwise used, which can lead to increased spending over the long term. This is driving what management calls "reflexes," which describes Flex customers who rapidly chew through their budgets and come back for more. The company says 39 Flex customers recently exhausted their budgets within the first five months of their 35-month contracts, and each of them came back to expand their spending. It ended the fiscal 2026 first quarter with a record $4.4 billion in ARR, which was up 22% year over year. That growth has slowed over the last few quarters, mainly because of the major Falcon outage on July 19 last year, which crashed 8.5 million customer computers. Management doesn't anticipate any long-term effects from the incident (which I'll discuss further in a moment) because Falcon is so valuable to customers, but the company did offer customer choice packages to affected businesses that included discounted Flex subscriptions. This is dealing a temporary blow to revenue growth. Here's where things get a little sticky for CrowdStrike. Its stock is up over 40% this year and is trading at a record high, but the strong move has pushed its price-to-sales ratio (P/S) up to 29.1 as of June 24. That makes it significantly more expensive than any of its peers in the AI cybersecurity space: This premium valuation might be a barrier to further upside for the rest of this year, and it seems Wall Street agrees. The Wall Street Journal tracks 53 analysts who cover the stock, and their average price target is $481.95, which is slightly under where it's trading now, implying there could be near-term downside. But there could still be an opportunity here for longer-term investors. As I mentioned earlier, management doesn't expect any lingering impacts from the Falcon outage last year because it continues to reiterate its goal to reach $10 billion in ARR by fiscal 2031. That represents potential growth of 127% from the current ARR of $4.4 billion, and if the forecast comes to fruition, it could fuel strong returns for the stock over the next six years. Plus, $10 billion is still a fraction of CrowdStrike's estimated addressable market of $116 billion today -- a figure management expects to more than double to $250 billion over the next few years. So while I don't think there's much upside on the table for CrowdStrike in the remainder of 2025, those who can hold on to it for the next six years and beyond still have a solid investment opportunity. Before you buy stock in CrowdStrike, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CrowdStrike 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 $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike and Zscaler. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy. Can CrowdStrike Stock Keep Moving Higher in 2025? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 hours ago
- Business
- Yahoo
Balanced Take on POST's FY25 EBITDA Outlook: Will It Hit the Target?
Post Holdings, Inc. POST modestly raised its full-year fiscal 2025 adjusted EBITDA guidance during the most recent earnings call, projecting the metric to be in the range of $1.43 billion to $1.47 billion, up from the prior estimated range of $1.42 billion to $1.46 billion. This development stands out as a key signal amid persistent industry and macroeconomic headwinds. The guidance raise reflects management's confidence in recovering previously incurred costs related to avian influenza within its Foodservice segment, a $30 million headwind now anticipated to be recouped by fiscal earnings call made clear that pricing adjustments instituted in April are expected to backfill earlier cost pressures from the fiscal second quarter related to avian influenza, assuming no further outbreaks. The Foodservice team prioritized maintaining customer supply throughout the disruption, even as it navigated elevated egg costs. This approach highlights Post's operational focus on protecting relationships while executing price-cost alignment to stabilize margins in the second half of fiscal across key categories such as cereal, pet food and refrigerated retail remains challenged, with continued softness in consumer consumption. Instead, the guidance revision underscores POST's reliance on execution levers, price realization, cost discipline and supply-chain stabilization to support profitability in a volatile this context, the EBITDA guidance increase sends a signal of internal momentum, particularly in supply-constrained categories like eggs and refrigerated sides, where the company has historically faced restrictions. However, investors should remain cautious. The revised guidance is contingent upon the containment of avian influenza and sustained pricing power. Any disruption to these assumptions could jeopardize the anticipated in an industry where many peers are revising downward or holding flat due to demand erosion and margin compression, the company's ability to revise its forecast upward, however slightly, indicates a differentiated level of execution. The outlook positions the company as better equipped to weather volatility and stabilize earnings despite ongoing top-line pressure. Shares of this Zacks Rank #3 (Hold) company have lost 5.8% in the past three months compared with the industry's 5.1% decline. POST underperformed the broader Consumer Staples sector's decline of 0.4% and the S&P 500 index's growth of 9.4%, during the same period. Image Source: Zacks Investment Research Post Holdings currently trades at a forward 12-month P/E ratio of 14.84, which is slightly below the industry average of 15.69 and notably down from the sector average of 17.31. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector. Image Source: Zacks Investment Research BRF S.A. BRFS raises, produces and slaughters poultry and pork for the processing, production and sale of fresh meat, processed products, pasta, margarine, pet food and other products. It currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks Zacks Consensus Estimate for BRF S.A.'s current fiscal-year sales and earnings implies growth of 11.1% and 8.3%, respectively, from the prior-year levels. BRFS delivered a trailing four-quarter earnings surprise of 5.4%, on International MDLZ manufactures, markets and sells snack food and beverage products. It presently has a Zacks Rank of 2. MDLZ delivered a trailing four-quarter earnings surprise of 9.8%, on consensus estimate for Mondelez's current fiscal-year sales implies growth of 5.3% from the year-ago Group AB OTLY, an oatmilk company, provides a range of plant-based dairy products made from oats. It presently has a Zacks Rank of 2. OTLY delivered a trailing four-quarter earnings surprise of 25.1%, on consensus estimate for Oatly Group's current fiscal-year sales and earnings implies growth of 2.3% and 63.8%, respectively, from the year-ago figures. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BRF S.A. (BRFS) : Free Stock Analysis Report Mondelez International, Inc. (MDLZ) : Free Stock Analysis Report Post Holdings, Inc. (POST) : Free Stock Analysis Report Oatly Group AB Sponsored ADR (OTLY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 hours ago
- Automotive
- Yahoo
Li Auto Just Slashed Its Forecast--But It's Betting Big on One Make-or-Break EV Launch
Li Auto (NASDAQ:LI), often seen as one of Teslas fiercest challengers in Chinas premium EV market, just dialed back its Q2 delivery guidanceby a lot. The company now expects to ship around 108,000 vehicles this quarter, down from its earlier estimate of 123,000128,000. The drop isnt due to slumping demand or production issues. Instead, management said it's the result of a temporary disruption as Li overhauls its internal sales systeman investment aimed at scaling more efficiently in the long run. Investors may not love the headline number, but this kind of short-term dip is sometimes the price of building for a bigger future. That future might arrive sooner than expected. The company is preparing for the launch of the Li i8, a new model that could redefine its product roadmap and kick off a fresh sales cycle. Executives say the internal restructuring should be done before the i8 hits the streetspositioning Li Auto to embrace the new product cycle with sharper execution and stronger organizational muscle. If the transition goes smoothly, Q3 could look very different. And for investors betting on execution during inflection points, this is the moment to watch. Since beginning volume production in late 2019, Li Auto has steadily built a portfolio of high-tech family EVsfrom the flagship Li MEGA MPV to the five- and six-seat L-series SUVs. Its one of the few players in China to successfully commercialize extended-range EVs while also building out full battery-electric platforms in parallel. While the Q2 miss isnt ideal, the long-term thesis might still hold: this is a company making bold bets on platform scale and product diversificationand taking its lumps now to set up a more competitive second half of 2025. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
14 hours ago
- Business
- Associated Press
SBC Medical added to membership of Russell 3000® Index
IRVINE, Calif.--(BUSINESS WIRE)--Jun 27, 2025-- SBC Medical Group Holdings Incorporated (Nasdaq: SBC) ('SBC Medical'), a global franchise and provider of services for aesthetic clinics, has been added as a member of the broad-market Russell 3000 ® Index, effective after the US market opens on June 30, as part of the 2025 Russell indexes reconstitution. This press release features multimedia. View the full release here: Yoshiyuki Aikawa-Director (Chairman), CEO Membership in the Russell 3000 ® Index, which remains in place for one year, means automatic inclusion in the large-cap Russell 1000 ® Index or small-cap Russell 2000 ® Index as well as the appropriate growth and value style indexes. Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to the data as of the end of June 2024, about $10.6 trillion in assets are benchmarked against the Russell US indexes, which belong to FTSE Russell, the global index provider. For more information on the Russell 3000 ® Index and the Russell indexes reconstitution, go to the 'Russell Reconstitution' section on the FTSE Russell website. About SBC Medical SBC Medical, headquartered in Irvine, California and Tokyo, Japan, owns and provides management services and products to cosmetic treatment centers. The Company is primarily focused on providing comprehensive management services to franchisee clinics, including but not limited to advertising and marketing needs across various platforms (such as social media networks), staff management (such as recruitment and training), booking reservations for franchisee clinic customers, assistance with franchisee employee housing rentals and facility rentals, construction and design of franchisee clinics, medical equipment and medical consumables procurement (resale), the provision of cosmetic products to franchisee clinics for resale to clinic customers, licensure of the use of patent-pending and non-patented medical technologies, trademark and brand use, IT software solutions (including but not limited to remote medical consultations), management of the franchisee clinic's customer rewards program (customer loyalty point program), and payment tools for the franchisee clinics. For more information, visit About FTSE Russell, an LSEG Business FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $18.1 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit FTSE Russell. Forward-Looking Statements This press release contains forward-looking statements. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only the Company's beliefs regarding future events and performance, many of which, by their nature, are inherently uncertain and outside of the Company's control. These forward-looking statements reflect the Company's current views with respect to, among other things, the Company's product launch plans and strategies; growth in revenue and earnings; and business prospects. In some cases, forward-looking statements can be identified by the use of words such as 'may,' 'should,' 'expects,' 'anticipates,' 'contemplates,' 'estimates,' 'believes,' 'plans,' 'projected,' 'predicts,' 'potential,' 'targets' or 'hopes' or the negative of these or similar terms. The Company cautions readers not to place undue reliance upon any forward-looking statements, which are current only as of the date of this release and are subject to various risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. The forward-looking statements are based on management's current expectations and are not guarantees of future performance. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. Factors that may cause actual results to differ materially from current expectations may emerge from time to time, and it is not possible for the Company to predict all of them; such factors include, among other things, changes in global, regional, or local economic, business, competitive, market and regulatory conditions, and those listed under the heading 'Risk Factors' and elsewhere in the Company's filings with the U.S. Securities and Exchange Commission (the 'SEC'), which are accessible on the SEC's website at View source version on CONTACT: SBC Medical Group Holdings Incorporated (Asia) Hikaru Fukui / Head of Investor Relations E-mail:[email protected] LLC (In the US) Bill Zima / Managing Partner Email:[email protected] KEYWORD: SOUTHEAST ASIA SINGAPORE NORTH AMERICA ASIA PACIFIC JAPAN EUROPE UNITED STATES UNITED KINGDOM CALIFORNIA INDUSTRY KEYWORD: MEDICAL SUPPLIES TECHNOLOGY PROFESSIONAL SERVICES OTHER HEALTH HEALTH HEALTH TECHNOLOGY MEDICAL DEVICES COSMETICS RETAIL DATA ANALYTICS SOFTWARE SOURCE: SBC Medical Group Holdings Incorporated Copyright Business Wire 2025. PUB: 06/27/2025 07:30 PM/DISC: 06/27/2025 07:31 PM
The Sun
16 hours ago
- Entertainment
- The Sun
Wayne Rooney pictured looking glum on holiday with Coleen & pals
WAYNE Rooney looks short of holiday spirit on a sunshine break with smiling wife Coleen and their jolly band of pals. The ex-England and Man United ace, 39, seemed glum in the snap in Ibiza, and was covered up in a T-shirt and cap. Yet his gang of chums — including old team-mates John O'Shea and Michael Carrick — and partners bared the flesh and supped cocktails. Coleen, a drink in each hand, posted the snap online and captioned it: 'Amazing time in Ibiza with great friends.' But many spotted Wayne's pain with one commenting: 'Wayne needs to tell his face he is having a fab time.' Rooney has been tipped for a shock return to management - in non-league. He was sacked by Plymouth Argyle on New Year's Eve. Rooney left the Pilgrims bottom of the Championship after a dismal seven-month spell. The 39-year-old won just five of his 25 games in charge at Home Park. Plymouth were eventually relegated to League One despite an upturn in form under Miron Muslic. SunSport transfer expert Alan Nixon claims Rooney is now a target for non-league Macclesfield. 1
