staron fc188

staron fc188 Sign of capitulationPalantir Technologies ( PLTR 6.22% ) has witnessed a tremendous increase in its market value in 2024 thanks to a remarkable surge of 313% in the company's stock price so far this year. The company has a market cap of $162 billion as of this writing, up from around $35 billion at the beginning of the year. However, a closer look at Palantir's valuation indicates that it may have run ahead of itself. The software platform specialist has a price-to-sales ratio of a whopping 63, while its trailing earnings multiple stands at 345. Not surprisingly, Wall Street isn't expecting much upside from the stock over the next year. The 20 analysts covering Palantir have a 12-month median price target of $38, which would be a 46% drop from current levels. If that does indeed happen, its valuation could drop big time in the coming year. Of course, the company may be able to justify its expensive valuation thanks to the rapidly growing demand for artificial intelligence (AI) software platforms, a market where it is the leading player. But if cracks emerge in Palantir's growth story, especially as stiff competition grows from bigger and smaller players in the enterprise AI software space, there is a good chance investors will start booking profits -- leading the stock to fall. This could pave the way for Arm Holdings ( ARM 2.13% ) and Applied Materials ( AMAT 0.57% ) to overtake Palantir's valuation in the next year. Let's see why these two companies may be worth more than Palantir in 2025. 1. Arm Holdings With a market cap of just under $148 billion, Arm Holdings isn't very far from Palantir's valuation. And Arm stock has delivered impressive returns of 87% in 2024 due to the important role the company plays in the global semiconductor market. Arm licenses its architecture and intellectual property (IP) to semiconductor companies and consumer electronics manufacturers so that they can develop different types of chips such as central processing units (CPUs), graphics processing units (GPUs), and microprocessors, among other things. The company's chip architecture is used across multiple industries including smartphones, data centers, computers, and automaking. Arm enjoys a healthy market share in many verticals. For instance, in mobile applications, it has a market share of more than 99%. Its share of the consumer electronics chip market stands at 30%. Even better, it is gaining ground in fast-growing niches such as cloud computing and networking equipment, where it now commands 15% and 28% market shares, respectively, as compared to 9% and 23% a couple of years ago. And its share of the automotive chip market has increased to 47% from 43% in a couple of years. In all, Arm estimates that its architecture and IP control 47% of the global chip market's $214 billion value. The company expects to benefit from the growing complexity of chips deployed in its end markets thanks to the emergence of technologies such as AI. And that's why it has seen an increase in demand for its architecture licenses. It ended the second quarter of fiscal 2025 with 39 Arm Total Access licenses, up from 33 in the preceding quarter. The number of Arm Flexible Access licensees increased to 269 from 241 in the preceding quarter. This increase in the number of licenses it's selling bodes well because chips developed using these licenses will result in royalty revenue. The company already gets around 50% of its royalty revenue from chip architectures launched more than 10 years ago. Management expects its revenue in the current fiscal year to jump to $3.95 billion from $3.23 billion in fiscal 2024, an increase of 22%. Its earnings guidance of $1.55 per share would be a 22% increase from fiscal 2024 levels of $1.27 per share. The company's growth is expected to accelerate in the next fiscal year, with revenue predicted to jump 25% to $4.93 billion and earnings expected to increase by 32% to $2.05 per share. Analysts forecast this stronger growth will lead to more upside for the stock. The 12-month median price target of $160 would be a 14% jump from current levels. As such, there is a good chance that it could overtake Palantir's valuation next year, especially considering that Arm's earnings growth then is expected to be stronger than Palantir's estimated bottom-line growth of 25%. 2. Applied Materials Applied Materials hasn't set the stock market on fire in 2024, having gained just 13% so far this year, but 2025 could be much better for the company. Global spending on semiconductor equipment is expected to increase by a much faster pace of 24% in 2025 following a 4% increase this year, according to the industry association SEMI. Applied Materials sells manufacturing equipment and provides services and other software for the semiconductor and display industries. The company's revenue in fiscal 2024 (which ended on Oct. 27) increased just 2% to $27.1 billion. Its adjusted earnings, on the other hand, jumped 7% to $8.65 per share. Consensus estimates are projecting a 9% increase in its revenue in the current fiscal year to $29.6 billion, along with a 10% increase in earnings to $9.54 per share. And there is a good chance the company has stronger growth thanks to the rising demand for AI-related chipmaking equipment. Management said on its November earnings conference call that the booming demand for memory capacity in AI data centers led to a 60% increase in the company's sales of DRAM (dynamic random-access memory) equipment in fiscal 2024. This trend is likely to continue as the demand for high-bandwidth memory (HBM) that's deployed in AI data centers is expected to double next year. At the same time, Applied Materials is likely to benefit from the transition to more advanced chipmaking technology for tackling AI workloads, which should increase its addressable market substantially. All this tells us why analysts are upbeat about the company's prospects over the next year. The stock carries a 12-month median price target of $225, which would be a 23% increase. Given its current market cap of almost $151 billion, it won't be surprising to see it overtake Palantir's valuation over the next year. Applied Materials trades at just 19 times forward earnings. So, if the market decides to reward its stronger growth with a richer valuation, the stock could easily deliver stronger gains than analysts are estimating.

Magic’s Franz Wagner suffers torn right oblique — same injury as Paolo BancheroIndia’s path to net zero: IGBC leads sustainable building revolution

Banque Cantonale Vaudoise cut its holdings in shares of Cabot Co. ( NYSE:CBT – Free Report ) by 35.0% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 573 shares of the specialty chemicals company’s stock after selling 309 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Cabot were worth $64,000 at the end of the most recent quarter. Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wolff Wiese Magana LLC purchased a new stake in shares of Cabot in the 3rd quarter worth about $25,000. CWM LLC raised its holdings in Cabot by 60.6% in the second quarter. CWM LLC now owns 416 shares of the specialty chemicals company’s stock worth $38,000 after purchasing an additional 157 shares in the last quarter. UMB Bank n.a. raised its holdings in Cabot by 53.9% in the third quarter. UMB Bank n.a. now owns 371 shares of the specialty chemicals company’s stock worth $41,000 after purchasing an additional 130 shares in the last quarter. Farther Finance Advisors LLC lifted its position in Cabot by 197.9% during the third quarter. Farther Finance Advisors LLC now owns 417 shares of the specialty chemicals company’s stock valued at $47,000 after buying an additional 277 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Cabot by 33.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 475 shares of the specialty chemicals company’s stock valued at $48,000 after buying an additional 119 shares in the last quarter. Institutional investors own 93.18% of the company’s stock. Wall Street Analysts Forecast Growth A number of research analysts recently issued reports on the stock. Mizuho lifted their price target on shares of Cabot from $103.00 to $122.00 and gave the company an “outperform” rating in a research report on Tuesday, November 5th. JPMorgan Chase & Co. downgraded Cabot from a “neutral” rating to an “underweight” rating and set a $105.00 price target on the stock. in a research note on Monday, November 11th. Finally, UBS Group reduced their price objective on Cabot from $103.00 to $98.00 and set a “neutral” rating for the company in a research report on Tuesday, August 6th. One investment analyst has rated the stock with a sell rating, two have issued a hold rating and two have given a buy rating to the stock. According to data from MarketBeat.com, Cabot presently has an average rating of “Hold” and a consensus target price of $105.00. Insiders Place Their Bets In other Cabot news, CEO Sean D. Keohane sold 25,617 shares of Cabot stock in a transaction that occurred on Tuesday, September 3rd. The shares were sold at an average price of $101.55, for a total value of $2,601,406.35. Following the completion of the sale, the chief executive officer now owns 331,174 shares of the company’s stock, valued at approximately $33,630,719.70. The trade was a 7.18 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink . Also, EVP Jeff Ji Zhu sold 1,201 shares of the stock in a transaction on Monday, August 26th. The shares were sold at an average price of $106.19, for a total value of $127,534.19. Following the transaction, the executive vice president now directly owns 96,000 shares in the company, valued at $10,194,240. The trade was a 1.24 % decrease in their ownership of the stock. The disclosure for this sale can be found here . In the last 90 days, insiders sold 93,398 shares of company stock valued at $10,188,968. 3.07% of the stock is owned by insiders. Cabot Trading Up 1.6 % Shares of NYSE CBT opened at $110.36 on Friday. The firm’s 50 day moving average price is $110.81 and its 200-day moving average price is $102.67. Cabot Co. has a 52-week low of $70.63 and a 52-week high of $117.46. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.36 and a current ratio of 2.08. The company has a market cap of $6.00 billion, a PE ratio of 16.37, a P/E/G ratio of 0.93 and a beta of 1.20. Cabot ( NYSE:CBT – Get Free Report ) last released its quarterly earnings data on Monday, November 4th. The specialty chemicals company reported $1.80 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.81 by ($0.01). The business had revenue of $1 billion during the quarter, compared to the consensus estimate of $1.01 billion. Cabot had a net margin of 9.51% and a return on equity of 26.60%. During the same period last year, the company posted $1.65 earnings per share. The business’s revenue was up 3.7% compared to the same quarter last year. On average, equities research analysts expect that Cabot Co. will post 7.67 EPS for the current fiscal year. Cabot Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 13th. Investors of record on Friday, November 29th will be issued a $0.43 dividend. The ex-dividend date of this dividend is Friday, November 29th. This represents a $1.72 annualized dividend and a yield of 1.56%. Cabot’s payout ratio is 25.52%. Cabot Profile ( Free Report ) Cabot Corporation operates as a specialty chemicals and performance materials company. The company operates through two segments, Reinforcement Materials and Performance Chemicals. It offers reinforcing carbons that are used in tires as a rubber reinforcing agent and performance additive, as well as in industrial products, such as hoses, belts, extruded profiles, and molded goods; and engineered elastomer composites solutions. Further Reading Want to see what other hedge funds are holding CBT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cabot Co. ( NYSE:CBT – Free Report ). Receive News & Ratings for Cabot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cabot and related companies with MarketBeat.com's FREE daily email newsletter .Having nearly quadrupled this year while also joining the S&P 500 index, Palantir ( PLTR 6.22% ) has no doubt gained a lot of investor attention. However, with the stock trading at a very frothy valuation and insiders selling, the question is should investors turn their attention to other companies that are benefiting from artificial intelligence (AI) ? The biggest knock on Palantir is not its business, which has been seeing accelerating growth as commercial and government customers begin adopting its AI platform, but a valuation that has ballooned to a forward price-to-sales (P/S) multiple of 45.7 times analyst estimates for 2025 revenue, and a staggering 147 times forward price-to-earnings (P/E) ratio, as of this writing. That's a valuation well above where SaaS companies traded at their heights back in 2020-2021. Insiders, meanwhile, have aggressively been selling shares in recent months, including CEO Alex Karp and Chairman Peter Thiel, among others. Against that backdrop, let's look at two cheaper AI stocks growing revenue at a similar rate as Palantir that investors could consider as alternatives. AppLovin For those unfamiliar with AppLovin ( APP 5.92% ) , it is an adtech company for the mobile gaming industry. It also owns a legacy portfolio of apps as well. AppLovin has been growing its revenue at a faster pace than Palantir, with revenue growth of 39% last quarter compared to 30% for the latter. The company's strong growth stems from its Axon-2 AI-powered adtech platform, which has helped transform how mobile gaming app companies attract new users and better monetize their games. Since its launch in the second quarter of last year, AppLovin has seen tremendous growth from its software platform business, as existing customers have spent more money on its platform and its gained new customers. More importantly, from an investing standpoint, while AppLovin's stock have has actually outperformed Palantir this year, up about 750% as of this writing, it continues to trade at a much more reasonable forward price-to-earnings (P/E) of 54 based on 2025 analyst estimates, and a price/earnings-to-growth (PEG) of 1.2. APP PE Ratio (Forward 1y) data by YCharts . A PEG ratio of under 1 is generally considered undervalued, but growth stocks such as AppLovin will often command multiples well above 1. Similarly, the stock is tradeing at a more modest 22.5 times next year's expected sales. AppLovin appears to have clearly taken business away from rival Unity Software , whose similar Grow Solutions segment saw revenue fall 5% last quarter to $298 million. That compares to the 66% year-over-year growth in revenue to $835 million that AppLovin saw for its software platform revenue. Going forward, the company thinks it can grow its mobile gaming customer revenue by between 20% to 30% a year. However, it has a huge opportunity as it looks to extend its platform into other verticals, starting with e-commerce. The company has begun piloting this solution with early strong results, and management expects it to be a meaningful contributor to revenue next year. If AppLovin's Axon-2 adtech platform can successfully move beyond mobile gaming and into the broader e-commerce category, there should be strong continued upside in its stock. SentinelOne While Palantir and AppLovin stocks have had great years, the same can't be said for SentinelOne ( S 3.58% ) , whose shares are about breakeven on the year as of this writing. However, the company continues to have strong potential moving forward. SentinelOne is a cybersecurity company whose Singularity Platform uses AI to predict, monitor, and eliminate threats. It can be deployed in public, private, or hybrid cloud environments and is an endpoint protection solution that is a rival to CrowdStrike . One of the company's big selling points is that its platform can automatically roll back any changes to before an attack occurs. This feature has gained more attention after the major CrowdStrike outage, as CrowdStrike customers had to implement time-consuming manual fixes that crippled their businesses, such as Delta Airlines , which has sued CrowdStrike for the loss of $500 million in revenue. For its part, CrowdStrike has countersued its customer, claiming that it was Delta's own negligence that led to its issues. SentinelOne had already been growing its revenue quickly before the incident, with revenue growth of 36% in the first half of its fiscal year ended July 31. Given its size, any additional business that comes its way as a result of the CrowdStrike outage will be a big bonus. Meanwhile, earlier this year the company scored a major win when it agreed to a deal with Lenovo to provide endpoint security for all the new personal computers (PCs) it sells. Lenovo is the world's biggest PC vendor with about a 25% market share, selling approximately 59 million PCs last year. Lenovo will also give current customers the option to upgrade their security to SentinelOne's Singularity Platform, and it will build a new Managed Detection and Response (MDR) service using AI and EDR (endpoint detection and response) capabilities based on SentinelOne's Singularity Platform. The Lenovo deal and any additional business that may come its way as a result of the CrowdStrike outage should power SentinelOne's growth in 2025 and beyond. Meanwhile, the stock is not pricey, trading at a P/S multiple of under 8.5 with over 30% revenue growth. S PS Ratio (Forward 1y) data by YCharts . The combination of strong growth and an attractive valuation make SentinelOne an alternate AI investment to consider.

'Tis the season once again. Many families will be bringing out their crèches to ponder over the little homeless family who found no room at the inn, but were left to give birth in a manger. It’s always a moving and inspiring image. These days, of course, that little family does not find even a manger. We leave our desperate and vulnerable neighbors to sleep outside. That is, of course, if we don’t find them and roust them to move along and stop disrupting our lives. We have dozens of empty buildings and yet can’t figure out where to care for these neighbors. There are loud voices who don’t want “them” in our town. Well, I don’t want homeless people here either, I want them in homes. Yes, it costs money. Does it cost as much as the extra policing required to keep them moving? Does it cost as much as the emergency medical care? Nope. We live in the richest nation the world has ever known. And we live in a well off, well educated community, and yet we still have the callous politics that shut off even a manger quality of housing. Happy Holidays. Shelley Ries Corvallis Get opinion pieces, letters and editorials sent directly to your inbox weekly!None

NORMAN, Okla. — Jalen Moore scored 20 points to lead No. 21 Oklahoma past winless Alcorn State 94-78 on Saturday night. Freshman guards Jeremiah Fears and Dayton Forsythe each had 14 points and seven assists for the Sooners (9-0), who finished with five players in double figures. Omari Hamilton scored 16 points and Davian Williams added 13 points and seven assists for Alcorn State (0-10), which made 10 of 20 3-pointers but committed 18 turnovers leading to 27 OU points. Alcorn State jumped out to a 25-18 lead before the Sooners went on a 31-16 run to lead 49-41 at halftime. Oklahoma shot 54.7% from the field but just 32.4% from beyond the arc. Takeaways Alcorn State: The Braves came out shooting and made their first seven 3-point shots. But Alcorn State was sloppy with the ball and gave the Sooners several fast-break opportunities. Oklahoma: The Sooners started slowly but started to click in all phases of the game to open up a big lead against a team that looked like they could pull off the upset early on. Key moment Oklahoma led 49-41 at halftime and started the second half on a 19-7 run that featured four steals — two by Duke Miles — and two dunks to open up a 68-48 advantage with 14:40 remaining. Oklahoma guard Duke Miles, left, celebrates after a basket during the second half of an NCAA college basketball game against Alcorn State, Saturday, Dec. 7, 2024, in Norman, Okla. Credit: AP/Kyle Phillips Key stat The Sooners 43 bench points included 12 each from Brycen Goodine and Mohamed Wague. Up next Oklahoma hosts Oklahoma State on Dec. 14, and Alcorn State visits Rice on Dec. 16.