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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Oil States International: The Backlog Is Real, And The Balance Sheet Adds Protection

Oil States International: The Backlog Is Real, And The Balance Sheet Adds Protection

Oil States International is rated Buy with an $11 price target, reflecting a compelling risk/reward at current levels. OIS reported its highest Offshore Manufactured Products backlog in over a decade and is now essentially net debt-free, supporting revenue visibility and balance sheet strength. The revenue mix has shifted toward offshore and international projects, now over 70% of consolidated revenue, enhancing long-cycle exposure.

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OIS OIS
Kaynak: Seeking Alpha
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LKQ Corporation: North America Improved, But Europe Is Still A Drag

LKQ Corporation: North America Improved, But Europe Is Still A Drag

LKQ Corporation remains a hold as North America shows organic growth, but European operations are hampered by ERP disruptions and lost wallet share. Q2 revenue declined 6% year-over-year to $3.4B, with consolidated EBITDA margin down 160 bps to 10.2% and adj. EPS falling to $0.67. North America achieved its first positive organic growth in nine quarters, driven by increased alternative parts adoption and stable aftermarket demand.

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LKQ LKQ
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Kaynak: Seeking Alpha Haber Ajansı
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V2X: Why The Post-Earnings Pullback Makes Sense

V2X: Why The Post-Earnings Pullback Makes Sense

The merger of Vectrus and Vertex into V2X (VVX) has been a clear success. Investors who bet on the tie-up have been rewarded with 130% returns. But the drivers of those returns — multiple expansion, diversification, deleveraging — have all played out, leaving real concern about a potential catalyst going forward. Recent history suggests that V2X indeed can keep growing the top-line and improving margins, and both M&A and AI could add value.

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VVX VVX
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Kaynak: Invezz Haber Ajansı
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SK Hynix stock jumps 8%, Samsung 4%: what is driving Korea's chip rebound?

SK Hynix stock jumps 8%, Samsung 4%: what is driving Korea's chip rebound?

South Korea's semiconductor trade rebounded on Wednesday as Wall Street coverage and a rush to unwind bearish positions lifted the country's two largest chipmakers. SK Hynix's US-listed shares closed 8.2% higher at $153.38 on Tuesday.

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SKHY SKHY
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Kaynak: 24/7 Wall Street Haber Ajansı
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Core DNA: Coreweave and Nebius Couldn't Be More Different and Why It Matters

Core DNA: Coreweave and Nebius Couldn't Be More Different and Why It Matters

CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) just delivered Q1 2026 results that look similar on the surface: both are NVIDIA-backed AI cloud providers chasing hyperscaler contracts.

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DNA DNA
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Hang Seng Index nears golden cross as Meituan, Lenovo, Alibaba stocks jump

Hang Seng Index nears golden cross as Meituan, Lenovo, Alibaba stocks jump

The Hang Seng Index has rebounded, moving from the June low of 22,516 to a high of 26,200. It has jumped to its highest level since May 15, and is about to form a golden cross pattern as technology companies recover.

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MPNGY MPNGY
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AMD: Patience Is A Virtue, But Valuation Matters (Downgrade)

AMD: Patience Is A Virtue, But Valuation Matters (Downgrade)

Despite outperforming consensus expectations for Q2 2026, AMD stock is taking a hit in after-hours session. Data Center segment drove results, now 58% of revenue, with robust growth and strategic AI partnerships poised to accelerate H2 2026 performance. Gross margin expanded to 56% and operating margin to 27%, supporting strong cash flow generation and bolstering net cash position to ~$10B.

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AMD AMD
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