Piyasa Haberleri

En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Powell Industries: Bull Trap Over - AI/Utility-Driven Growth At Hefty Price

Powell Industries: Bull Trap Over - AI/Utility-Driven Growth At Hefty Price

Decelerating growth pains have negated Powell's growing backlog and richer margins, with the expensive P/E of 40x also contributing to its mixed investment thesis. Capacity expansion is underway, with management targeting over 20% YoY growth by FY2026 as they evaluate a new facility for further upside from H2'27 onwards. FQ4'26 is unlikely to enjoy a similar new order profile as that of FQ3'26, as POWL hints at smaller pipelines along the sub-$100M to $200M ranges.

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Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
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Standex International: Strong Fundamentals, Premium Valuation

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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Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
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First Solar: Structural Growth, Financial Strength, And An Attractive Valuation

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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Kaynak: Seeking Alpha
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Kaynak: MarketBeat Haber Ajansı
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Viavi Solutions Q4 Earnings Call Highlights

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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Kaynak: MarketBeat
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Kaynak: Forbes Haber Ajansı
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FDA Approves First mRNA Flu Vaccine For Older Adults

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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Kaynak: Forbes
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Kaynak: PRNewsWire Haber Ajansı
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Newmark Acquires L+P Immobilienbewertung, Expanding its Valuation & Advisory Business in Europe

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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Kaynak: PRNewsWire
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