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منبع: Seeking Alpha خبرگزاری

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Standex International: Strong Fundamentals, Premium Valuation

Standex International Corporation earns a Hold rating due to its premium valuation despite robust secular growth drivers in power infrastructure, data centers, and defense. SXI projects mid-to-high single-digit sales growth in FY2027, supported by new product launches, capacity expansions, and strong demand from secular end markets. Margin expansion is anticipated from operating leverage and favorable product mix, but near-term expansion costs and execution risks may pressure profitability.

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منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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First Solar: Structural Growth, Financial Strength, And An Attractive Valuation

First Solar leverages proprietary CdTe thin-film technology and a vertically integrated U.S. manufacturing base for long-term value creation. FSLR's 45.1 GW contracted backlog, expanding capacity toward 25 GW, and ~$1.7B net cash position underpin visible revenue and financial resilience. Despite strong fundamentals and a 170% five-year share price gain, FSLR trades at a discount on earnings-based multiples, reflecting market caution on earnings durability.

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منبع: Seeking Alpha

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منبع: MarketBeat خبرگزاری

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Viavi Solutions Q4 Earnings Call Highlights

Viavi Solutions NASDAQ: VIAV reported fiscal fourth-quarter revenue and earnings above its guidance, supported by demand from data-center customers, aerospace and defense markets, and contributions from acquired Spirent product lines.

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منبع: MarketBeat

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منبع: Benzinga خبرگزاری

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US Foods, SanDisk And 3 Stocks To Watch Heading Into Thursday

With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:

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منبع: Benzinga

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منبع: Seeking Alpha خبرگزاری

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The Honest Company, Inc. (HNST) Q2 2026 Earnings Call Transcript

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منبع: Seeking Alpha

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منبع: Forbes خبرگزاری

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FDA Approves First mRNA Flu Vaccine For Older Adults

"Flu remains a significant public health challenge, and mFLUSIVA provides an important new option for America's seniors. This approval also reflects the ongoing potential of our mRNA platform,” Moderna CEO Stéphane Bancel said.

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منبع: Forbes

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منبع: PRNewsWire خبرگزاری

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Newmark Acquires L+P Immobilienbewertung, Expanding its Valuation & Advisory Business in Europe

NEW YORK and MUNICH, Aug. 6, 2026 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or the "Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations and other owners and occupiers, announces the acquisition of L+P Immobilienbewertungs GmbH ("L+P"), which will become part of Newmark's Valuation & Advisory business within Investor Solutions. Founded more than 25 years ago, L+P has grown into one of Germany's most established full-service real estate valuation firms, with a team of more than 40 professionals serving institutional clients across Europe.

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منبع: PRNewsWire

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منبع: WSJ خبرگزاری

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WPP Top-Line Decline Eases as Turnaround Continues

WPP said revenue less pass-through costs, a closely-watched metric, fell less sharply last quarter thanks to a recovery in its media-buying operations.

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منبع: WSJ

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