Monday.Com에 대한 매도 수량은 투자자에게 Monday.Com의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Monday.Com (NASDAQ:MNDY) 주식, 공매도 수량 보고

Monday.Com

Monday.com is a provider of work management software delivered via a cloud-based software-as-a-service, or SaaS model. The firm's solutions offer flexible and highly customizable tools to digitize business processes across countless use cases. Monday's offering supports workflow management across departments, real-time visibility and accountability, and automation capabilities. Monday also offers prepackaged CRM and DevOps management solutions, in addition to standalone survey and digital whiteboard tools. As of 2023, Monday served over 225,000 customers in more than 200 countries.

Usa,And,China,Flags,On,A,Concrete,Wall.,Usa,And

Government

Markets

MNDY

일요일 저녁 제네바에서 열린 주말 무역 회담에서 중국과의 무역 전쟁이 완화될 가능성이 있다는 신호가 나온 후 미국 지수 선물이 상승했다.S&amp;P 500 선물은 1.35% 상승한 5,754.50포인트, 나스닥 선물은 1.88% 상승한 20,515.25포인트, 마지막으로 다우존스 선물은 1.01% 상승한 41,740포인트에 거래되고 있다.

미국과 중국의 무역 합의 소식, 다우 지수 선물 400p 이상 급등

Intel’s Struggles Deepen

Equities

Large Cap

News

Movers

Trading Ideas

AAPL

ABNB

BABA

BROS

DKNG

Hims & Hers Health, Inc. Class A Common Stock

HIMS

INTC

SMCI

이들 12개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? 1. 힘스 앤 허스 헬스(NYSE:HIMS)의 주식은 지난주 42.12% 상승했다. 이는 슈퍼볼 광고 이후의 모멘텀에 힘입어 상승한 것으로 보인다.

슈퍼 마이크로, 인텔, 알리바바 및 CVS 등 지난주 상승한 12개 대형주 (2월 10일-2월 14일)

5 Stocks To Watch Heading Into Tuesday

$BTC

TSLA

월요일(10일) 미국 증시는 나스닥 종합지수가 약 1% 상승한 19,714.27포인트를 기록하는 등 긍정적인 분위기였다. S&amp;P 500 지수도 0.7% 상승한 6,066.44포인트를 기록했고, 다우존스 산업평균지수는 0.4% 상승한 44,470.41포인트를 기록했다.
월요일에 소매 투자자들과 트레이더의 주목을 받은 주요 주식은 다음과 같다.

월요일 주목받은 주식: 슈퍼마이크로컴퓨터, 게임스탑, 맥도날드, 먼데이닷컴 및 테슬라

Monday.Com Ltd

Stifel analyst Brad Reback maintains Datadog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) with a Hold and raises the price target from $120 to $135.

Price Target

Analyst Ratings

DDOG

Stifel Maintains Hold on Datadog, Raises Price Target to $135

NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has admitted that he <a href="https://www.benzinga.com/general/education/25/05/45504571/does-jensen-huang-check-nvidia-stock-price-daily-2">doesn't check the price</a> of his company's stock every day. He might want to look at the stock now, as it has recently hit new all-time highs.
Here's a look back at how much Huang and other investors who bought or owned shares when the company went public have made.
Investing $1,000 in Nvidia at IPO: Nvidia became one of the&nbsp;<a href="https://www.benzinga.com/news/23/05/32630114/nvidia-becomes-ninth-company-to-hit-1-trillion-market-cap-who-could-be-next-to-join-elusive-club" target="_blank" rel="noreferrer noopener">most valuable companies</a>&nbsp;in the world in May 2023, passing the $1 trillion market capitalization level.
Since that time, the company went on to pass the $2 trillion and $3 trillion market capitalization levels. At the time of writing, Nvidia is the&nbsp;<a href="https://www.benzinga.com/markets/tech/25/06/45763363/nvidia-overtakes-microsoft-as-the-worlds-most-valuable-company-with-3-4-trillion-market-cap-as-morgan-stanley-reaffirms-top-pick-status" target="_blank" rel="noreferrer noopener">most valuable company</a>&nbsp;in the world valued at $3.79 trillion, slightly ahead of Microsoft Corporation ($3.68 trillion).
Back in 1999, Nvidia held its initial price offering on Jan. 22, with shares priced at $12 each.
A $1,000 investment in the company would have allowed for the purchase of 83.33 shares at the time.
Since its IPO, Nvidia has undergone several stock splits, which have increased the number of shares held by shareholders. The stock had 2:1 splits in 2000, 2001, and 2006, a 3:2 split in 2007, a 4:1 split in July 2021, and the most recent 10:1 split in June 2024.
Today, the original 83.33 shares would total 39,998.4 shares after the stock splits.
The original $1,000 investment in Nvidia stock would be worth $6,214,951.39 based on a share price of $155.38. This represents a huge return for Nvidia IPO buyers with some potential millionaires created over the years.
For comparison, the same $1,000 invested in the&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500, would have underperformed Nvidia.
A $1,000 investment in SPY stock could have bought 12.82 shares at the time, based on an adjusted price of $78.03 on Jan. 22, 1999.
The $1,000 invested in the SPDR S&amp;P 500 ETF Trust would be worth $7,831.99 today.
Are you buying when the CEOs of the Magnificent 7 are selling?
<ul class="wp-block-list">
<li>Stay in the know with our Insider Trades page — <a href="https://www.benzinga.com/sec/insider-trades/">see when leaders like Mark Zuckerberg, Elon Musk, and Jensen Huang are offloading their own shares.</a></li>
</ul>
What Happened:&nbsp;Nvidia has been at the forefront of the AI revolution and growth as a leader in the sector, which helped boost the stock price over the last several years.
Since its was&nbsp;<a href="https://www.nvidia.com/en-us/about-nvidia/corporate-timeline/" target="_blank" rel="noreferrer noopener">founded&nbsp;</a>in 1993, Nvidia has sought to be at the forefront of technological advancements to help new industrial advancements.
In 1999, the company invented the Graphics Processing Unit, commonly known as GPU today. The GPU redefined the computer industry.
In 2012, Nvidia ushered in the modern era of AI with the AlexNet neural network, potentially showing the company ahead of others when it came to belief in the capabilities of artificial intelligence.
In March 2024. the company&nbsp;<a href="https://www.benzinga.com/news/24/03/37809836/nvidia-reveals-blackwell-gpu-highlights-partnerships-with-top-companies-at-gtc-the-whole-industry-is" target="_blank" rel="noreferrer noopener">unveiled the&nbsp;Blackwell GPU</a>,&nbsp;which could help the company further disrupt the growth of artificial intelligence.
What&#8217;s Next:&nbsp;Nvidia continues to&nbsp;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter" target="_blank" rel="noreferrer noopener">draw praise from analysts</a>&nbsp;as one of the best plays on the growth of artificial intelligence.
The big question for investors today is if Nvidia will keep outperforming the overall market and be one of the top-performing stocks going forward.
Nvidia&nbsp;<a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong" target="_blank" rel="noreferrer noopener">beat analyst estimates</a>&nbsp;in the first quarter for both revenue and earnings per share. Nvidia CEO&nbsp;Jensen Huang&nbsp;highlighted the continued growth of AI and the company&#8217;s new products seeing huge demand, which came despite restrictions on exports to China.
Huang added that demand for Nvidia&#8217;s AI infrastructure is &#8220;incredibly strong.&#8221;
"Countries around the world are recognizing AI as essential infrastructure — just like electricity and the internet — and NVIDIA stands at the center of this profound transformation," Huang said.
The future looks bright for Nvidia and time will tell if investors today can turn their thousands into millions of dollars in the future.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/06/46117402/jensen-huang-closes-in-on-top-10-richest-list-with-nvidia-stock-at-new-highs-heres-how-much-he-needs">Jensen Huang Closes In On Top 10 Richest List With Nvidia Stock At New Highs: Here&#8217;s How Much He Needs</a></li>
</ul>
This article was previously published by Benzinga and has been updated.

Education

NVDA

If You Invested $1,000 In Nvidia Stock At IPO, Here's How Much You'd Have Now

Stifel analyst J. Bruce Chan upgrades Forward Air (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWRD#NASDAQ">FWRD</a>) from Hold to Buy and raises the price target from $21 to $29.

Upgrades

FWRD

Stifel Upgrades Forward Air to Buy, Raises Price Target to $29

Republic, a New York-based investment platform, has started offering <a href="https://www.benzinga.com/news/space/25/06/46012079/elon-musks-spacex-suffers-major-setback-as-starship-rocket-explodes-in-static-fire-test">tokenized exposure to SpaceX shares</a>, aiming to give retail investors access to private company stakes that were traditionally limited to large, accredited investors.
What Happened: The company's digital tokens, which do not confer direct ownership but provide exposure to share performance, will soon be available for purchase, with plans to expand the offering to other private giants like OpenAI, Anthropic, Stripe, X, Waymo, and Epic Games, <a href="https://www.wsj.com/finance/investing/republic-investing-tokens-companies-ipo-ccff7f91?mod=hp_lead_pos5">according</a> to The Wall Street Journal.
Republic co-CEO Andrew Durgee <a href="https://www.cnbc.com/2025/06/25/blockchain-investing-startup-republic-to-allow-users-to-buy-tokenized-spacex-shares.html">told</a> CNBC the initiative is designed to open doors for retail investors who have long been excluded from pre-IPO opportunities.
&#8220;The fact that retail investors couldn't own pre-IPO SpaceX has always been crazy to us," Durgee said, emphasizing the company's focus on assets with broad public interest.
Tokenization in crypto involves creating blockchain-based representations of assets like stocks or commodities. Investors in these tokenized products gain price exposure but do not hold the actual underlying assets.
The announcement comes as the U.S. crypto industry enters a more permissive regulatory climate under President Donald Trump's administration. 
Recent regulatory developments include the SEC dropping enforcement cases against Coinbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) and other major crypto players, scaling back crypto enforcement units, and clarifying that meme coins are not securities. 
A new Crypto Task Force is also actively engaging with the industry through policy roundtables.
Durgee noted that the crypto space, once mired in restrictive oversight, is now benefiting from a more supportive environment. 
"We've moved from nothing but headwinds to having industrywide tailwinds," he said.
Republic will allow retail investors to purchase tokenized shares with investments ranging from $50 to $5,000, significantly lowering the usual barriers to entry. 
Private company shares are typically accessible to accredited investors with higher minimum investment thresholds.
The tokens will initially be priced based on secondary market valuations of SpaceX shares. 
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46116462/prediction-market-kalshi-raises-185m-surges-to-2b-valuation">Prediction Market Kalshi Raises $185M, Surges To $2B Valuation</a>
Why It Matters: The offering raises fresh regulatory questions, including how tokenized private equity aligns with disclosure rules, whether such structures could increase risks to retail investors, and how companies being represented will respond to this method of investment access.
Durgee said companies' approval isn't required for these offerings under the current securities framework, which was built on laws dating back to the 1930s. 
"People will really have to start questioning how they approach these innovations and how far they want to push the risk envelope," he added.
The push toward tokenization is gaining broader institutional interest. Proponents cite benefits like faster settlements, reduced transaction costs, increased transparency, and improved global accessibility for retail participants. 
Coinbase recently announced its intent to seek SEC approval to list tokenized public stocks, potentially expanding its offerings to compete directly with trading platforms like Robinhood (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) and eToro. 
Kraken has also signaled plans to offer 24/7 tokenized stock trading in international markets.
BlackRock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>) CEO Larry Fink has called the tokenization of financial assets a critical step in transforming financial markets.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/46114220/asias-microstrategy-metaplanet-acquires-additional-1234-bitcoin-as-etfs-extend-12-day-inflow-streak">&#8216;Asia&#8217;s MicroStrategy&#8217; Metaplanet Acquires Additional 1,234 Bitcoin As ETFs Extend 12-Day Inflow Streak</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

COIN

HOOD

Retail Investors Can Now Trade SpaceX Shares: Here's How

WIIM

NA stock has given up its prior loss. Nano Labs shares were trading lower after the company announced a $50 million offering of Class A ordinary stock and warrants.

Truist Securities analyst Michael Swartz maintains Winnebago Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WGO#NYSE">WGO</a>) with a Buy and lowers the price target from $40 to $36.

Truist Securities Maintains Buy on Winnebago Industries, Lowers Price Target to $36

Viatris Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTRS#NASDAQ">VTRS</a>) and Opus Genetics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRD#NASDAQ">IRD</a>) revealed topline results from VEGA-3, the second pivotal Phase 3 trial evaluating MR-141 (phentolamine ophthalmic solution 0.75%) <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">for presbyopia</a>.
Presbyopia is the gradual loss of near-focusing ability due to aging that typically becomes noticeable in the early to mid-40s. It is a nearly universal condition that, when uncorrected, contributes significantly to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n46111517/viatris-announces-positive-top-line-results-from-second-pivotal-phase-3-vega-3-trial-of-mr-141-in-" rel="noreferrer noopener">vision-related disability</a>.
It affects nearly 128 million people in the United States, about 90% of adults over 45. By age 50, most Americans require some form of near-vision correction, such as reading glasses or multifocal lenses.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/06/45820489/goldman-sachs-bullish-on-branded-drug-upside-at-teva-what-about-viatris" rel="noreferrer noopener">Goldman Sachs Bullish On Branded Drug Upside At Teva: What About Viatris?</a>
Viatris Chief R&amp;D Officer Philippe Martin said, &#8220;We are pleased with the positive results from the second pivotal Phase 3 trial, which reinforce our confidence in MR-141 and its benefit-risk profile as a potential, non-invasive option to support the millions of patients impacted by this condition.&#8221;
Significantly more patients treated in the MR-141 arm achieved the primary endpoint of Early Treatment Diabetic Retinopathy Study (ETDRS) (≥3-line) gain in binocular distance-corrected near visual acuity (DCNVA) and with less than five letters of loss in binocular best-corrected distance visual acuity (BCDVA) from baseline at 12 hours post-dose on Day 8, compared to placebo (p&lt;0.0001).
More patients treated in the MR-141 arm achieved ≥15-letters ETDRS (≥3-line) gain in DCNVA and with less than five letters of loss in BCDVA at 1-hour post-dose on Day 1 compared to those receiving placebo (p=0.0002).
Significant patient-reported functional benefits at Days 3, 8, and Week 6 were observed, with patients reporting satisfaction with near vision upon awakening (p&lt;0.0001) and satisfaction with their improvement in near vision (p&lt;0.0001).
Patient reported significant improvement in near vision in dim/low light at Days 3, 8 and Week 6 compared with placebo (p&lt;0.0001).
During the 6-week follow-up, no evidence of tachyphylaxis (an acute, sudden decrease in response to a drug) was observed.
MR-141 demonstrated a safety profile consistent with previous trials. No new safety signal was identified, and no treatment-related serious adverse events were reported in this study.
The most common (≥5%) treatment-emergent adverse events included conjunctival hyperemia, instillation site irritation, and dysgeusia, which were predominantly mild. A low rate of headache (2.6%) was reported over the study period.&nbsp;
Price Action: VTRS stock is up 1.97% at $9.065, and IRD stock is trading higher by 5.13% to $1.02 at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/46119135/tesla-set-for-rebound-thanks-to-robotaxis-and-strong-cash-flow-analyst" target="_blank" rel="noreferrer noopener">Tesla Set For Rebound Thanks To Robotaxis And Strong Cash Flow: Analyst</a></li>
</ul>
Photo via Shutterstock

Biotech

Health Care

General

VTRS

Viatris Eye Drops Data Shows Promise For Blurred Near Vision

Truist Securities analyst Michael Ciarmoli initiates coverage on Redwire (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDW#NYSE">RDW</a>) with a Hold rating and announces Price Target of $16.

Initiation

Truist Securities Initiates Coverage On Redwire with Hold Rating, Announces Price Target of $16

Company to Exit Molded Fiber Business; Additional Facility Changes Planned
MEMPHIS, Tenn., June 26, 2025 /PRNewswire/ -- International&nbsp;Paper (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IP#NYSE">IP</a>, LSE: IPC))), a global leader in sustainable packaging, today announced a series of strategic changes to strengthen its North American operations and better serve customers.
As part of this initiative, the company will:
<ul>
<li>Exit the molded fiber business and convert the Reno, Nev. facility to support its packaging business</li>
<li>Close its packaging facility in Marion, Ohio</li>
<li>Close its recycling facility in Wichita, Kan.</li>
<li>Sell its containerboard mill in Xalapa, Mexico and its recycling plants in Xalapa and Apodaca, Mexico to Acabados de Papeles Santinados y Absorbentes (APSA).</li>
</ul>
In the U.S., these changes will impact approximately 110 hourly and 24 salaried employees. In Mexico, APSA intends to retain current onsite team members at each location. International Paper is committed to minimizing the impact through job placement in existing vacancies, retirements and other internal opportunities. Affected employees will also receive severance and outplacement support where possible.

International Paper To Exit Molded Fiber Business And Convert Reno, Nev. Facility To Support Its Packaging Business

<a href="https://www.bloomberg.com/news/articles/2025-06-26/bbva-favors-proceeding-with-sabadell-bid-if-investors-agree">https://www.bloomberg.com/news/articles/2025-06-26/bbva-favors-proceeding-with-sabadell-bid-if-investors-agree</a>

BBVA

'BBVA Favors Proceeding With Sabadell Bid If Investors Agree'- Bloomberg

Energy markets are in a bit of flux at the moment.
Last week, the idea of $120 oil and continued disruption from the Middle East conflict was at the top of expert minds.
This week, we seem to be back to everlasting peace, bliss, everlasting cooperation, rainbows, unicorns, and prosperity for all.
Oil prices have begun falling again, and the same experts who warned of spikes last week now expect to see crude back into the upper 50s.
Here is what I know about crude oil. The market has had a failed rally and is now back below the 50-week moving average by a smidge (highly technical term). Cash prices are opening right at the 200 days moving average.
For now Crude is still in a bearish mode in spite of last week's volatility related to the Iranian difficulties
Hedging volume by US producers soared last week as prices rose. Even as they locked in higher prices for future delivery, many producers were also buying out of the money call options just in case things got a little dodgier in Iran.
Producers were hedging and speculating a bit on a sustained conflict, but there is another group who looked at the price of the energy-related businesses they operate recently and decided that no matter what happened in the Middle East, the price of their stock was just too low.
The High-Yield Play: Mach Natural Resources (Ticker: MACH)
Sometimes the market serves up opportunities that seem almost too good to be true. Mach Natural Resources is one of those situations that demands a closer look, if only because of that eye-popping 15% plus distribution yield.
Mach operates in the Anadarko Basin, focusing on natural gas production across Western Oklahoma, Southern Kansas, and the Texas panhandle. This is not some wildcat exploration story. They are working proven reserves in established fields, which reduces the geological risk that plagues many energy ventures. The company went public in 2023, making it relatively new to the public markets but not new to the business of extracting hydrocarbons from the ground.
What immediately catches your attention is the ownership structure. William Wallace McMullen owns nearly 72% of the company, with Bayou City Energy Management controlling 66% overall. This level of insider ownership is unusual in public markets and suggests management has serious skin in the game. When McMullen dropped $4 million to buy another 280,400 shares this month, he was not making a token gesture.
The company has a variable dividend policy that over the last year has paid out over 18% in dividends. Yields that high usually signal either exceptional value or exceptional risk. In Mach&#8217;s case, analysts believe it is the former. Five analysts covering the stock have unanimous &#8220;Strong Buy&#8221; ratings with price targets averaging $24, suggesting 81% upside from current levels.
The company reported $0.61 in earnings per unit for the first quarter, slightly missing expectations but still generating substantial cash flow. Management projects $2.31 per unit in free cash flow for 2025, which provides reasonable coverage for the distribution at current commodity prices. The key phrase there is &#8220;current commodity prices.&#8221; Natural gas has been volatile, and Mach&#8217;s fortunes are tied directly to those price movements.
From a balance sheet perspective, Mach carries a debt-to-equity ratio of 0.64 with a current ratio of 1.24, indicating reasonable financial health. The return on equity of 24.33% reflects the leverage inherent in the business model, while the 14.53% return on invested capital suggests efficient managements.
The risk here is obvious: natural gas prices. If prices remain depressed, that distribution becomes unsustainable quickly. But with analysts projecting higher natural gas prices in 2025 and the company&#8217;s low-cost production profile, Mach appears positioned to benefit from any commodity recovery.
The Deep Value Turnaround: Amplify Energy (Ticker: AMPY)
While Mach offers high current income, Amplify Energy presents a classic deep value opportunity with the potential for substantial capital appreciation. The stock has been beaten down significantly, trading near its 52-week low of $2.58 after reaching $8.15 earlier in the cycle. Sometimes the market&#8217;s pessimism creates opportunity.
Amplify operates across multiple regions, giving it geographic diversification that many smaller energy companies lack. Their assets span Oklahoma, the Rockies, federal waters offshore Southern California, East Texas, North Louisiana, and the Eagle Ford. The California offshore operation, known as the Beta field, represents significant potential upside but requires oil prices above $60 per barrel to justify development.
The first quarter results told an interesting story. While revenue of $72 million slightly missed expectations, earnings per share of $3.80 crushed analyst estimates of $0.21. This dramatic outperformance suggests the company&#8217;s operational improvements are gaining traction. Management has focused on cost reduction and cash flow improvement, with debt reduction being a primary goal.
What really gets my attention is the insider activity. In the past 30days, insiders have purchased 391,176 shares worth $1.31 million. Last week director Christopher Hamm bought 77,176 shares at $3.67, while COO Daniel Furbee added 10,000 shares at $2.97 at the end of May. When management is backing up their optimism with personal capital, it is worth paying attention.
The analyst community sees substantial upside. With price targets ranging from $8.50 to $11.00 and an average of $9.67, the Street is pricing in 150% upside potential. Seven analysts have issued buy ratings with zero holds or sells in the current month. This level of optimism from professionals who have studied the company&#8217;s assets suggests the current price reflects excessive pessimism.
The Steady Eddie: ConocoPhillips (Ticker: COP)
If Mach and Amplify represent the more speculative end of energy investing, ConocoPhillips stands as the sector&#8217;s steady performer. With a $121 billion market cap, this is one of the world&#8217;s largest independent exploration and production companies, offering global diversification and operational scale that smaller companies cannot match.
ConocoPhillips operates across six segments spanning Alaska to Asia Pacific, but their crown jewel remains the Lower 48 operations. They produce 833 thousand barrels of oil equivalent per day from the Permian Basin alone, making them a major player in America&#8217;s most important shale field. Add in 296 thousand barrels daily from the Eagle Ford and 151 thousand from the Bakken, and you are looking at a company with tier-one assets in tier-one basins.
The first quarter showed the company&#8217;s resilience. Despite a 6% decline in realized prices to $53.34 per barrel, production increased 487 thousand barrels daily year-over-year to 2.389 million barrels equivalent. This volume growth helped deliver $2.8 billion in earnings, up from $2.6 billion in the prior year. Management&#8217;s ability to grow production while reducing both capital expenditure guidance to $12.3-12.6 billion and operating cost guidance to $10.7-10.9 billion demonstrates operational excellence.
What sets ConocoPhillips apart is their shareholder-friendly capital allocation. The quarterly dividend of $0.78 per share yields 3.58% annually, with a sustainable payout ratio of 38.98%. Management raised the dividend 34% in the third quarter of 2024, signaling confidence in cash flow sustainability. Beyond dividends, the company returned $9.1 billion to shareholders in 2024, including $5.5 billion in share buybacks.
The share repurchase program deserves particular attention. Management increased their authorization by $20 billion and plans to return $10 billion to shareholders in 2025. At current prices, this represents meaningful ownership accretion for remaining shareholders. When combined with the dividend, total shareholder yield approaches impressive levels.
Recent insider activity reinforces management confidence. Executive Vice President Kirk Johnson purchased 5,300 shares at $94.24 last week, investing nearly $500,000 of personal capital.
Institutional ownership exceeds 75%, with JPMorgan Chase holding 47.2 million shares and Price T. Rowe Associates owning 40.3 million shares. Berkshire Hathaway&#8217;s continued position adds Warren Buffett&#8217;s implicit endorsement to the investment thesis.
Eighteen Wall Street analysts cover the stock with a strong buy consensus, setting price targets averaging $113.50 with a range from $95 to $130. This suggests 20-21% upside potential, which when combined with the 3.58% dividend yield, offers attractive total return prospects.
Insiders have been slowly accumulating energy stocks for several months now.
This is not about end demand and pricing for crude oil and natural gas over the next few months.
It is about the growing demand we will ss over rh next several decades.

Opinion

AMPY

Alpha Buying: Volatility Be Damned—These Energy Stocks Have a Plan

<h3>Gainers</h3>
<ul>
<li>Live Ventures (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIVE#NASDAQ">LIVE</a>) stock moved upwards by 83.6% to $15.51 during Thursday's regular session. The company's market cap stands at $25.9 million. </li>
<li>Genius Group (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/GNS#AMEX">GNS</a>) shares rose 37.95% to $1.02. The market value of their outstanding shares is at $52.9 million. </li>
<li>QuantumScape (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QS#NYSE">QS</a>) stock rose 25.94% to $7.14. The company's market cap stands at $3.1 billion. </li>
<li>Sypris Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYPR#NASDAQ">SYPR</a>) shares moved upwards by 19.15% to $2.42. The market value of their outstanding shares is at $46.6 million. </li>
<li>Jeffs Brands (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JFBR#NASDAQ">JFBR</a>) shares rose 18.92% to $7.73. The market value of their outstanding shares is at $3.5 million. </li>
<li>Lead Real Estate Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRE#NASDAQ">LRE</a>) shares moved upwards by 14.24% to $1.85. The market value of their outstanding shares is at $22.0 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Autozi Internet Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZI#NASDAQ">AZI</a>) shares decreased by 21.5% to $0.21 during Thursday's regular session. The company's market cap stands at $30.3 million. </li>
<li>Mullen Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MULN#NASDAQ">MULN</a>) shares fell 20.56% to $0.71. </li>
<li>EZGO Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EZGO#NASDAQ">EZGO</a>) stock declined by 8.8% to $0.31. The company's market cap stands at $1.9 million. </li>
<li>SRM Entertainment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRM#NASDAQ">SRM</a>) shares decreased by 8.47% to $7.95. The company's market cap stands at $154.7 million. </li>
<li>QuantaSing Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QSG#NASDAQ">QSG</a>) stock decreased by 8.36% to $8.56. The market value of their outstanding shares is at $477.3 million. </li>
<li>Outdoor Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POWWP#NASDAQ">POWWP</a>) shares decreased by 8.23% to $21.1. 
See Also: <a href="http://www.benzinga.com/money/best-consumer-cyclical-stocks/" title="www.benzinga.com/money/best-consumer-cyclical-stocks/">www.benzinga.com/money/best-consumer-cyclical-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

EZGO

JFBR

LIVE

MULN

POWWP

SYPR

12 Consumer Discretionary Stocks Moving In Thursday's Intraday Session

<h3>Gainers</h3>
<ul>
<li>Vor Biopharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VOR#NASDAQ">VOR</a>) shares increased by 93.0% to $1.07 during Thursday's regular session. The company's market cap stands at $69.2 million. </li>
<li>Adial Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADIL#NASDAQ">ADIL</a>) stock increased by 47.03% to $0.36. The company's market cap stands at $3.8 million. </li>
<li>bioAffinity Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIAF#NASDAQ">BIAF</a>) stock rose 35.26% to $0.33. The market value of their outstanding shares is at $6.6 million. </li>
<li>Kewaunee Scientific (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KEQU#NASDAQ">KEQU</a>) stock increased by 30.7% to $52.91. The market value of their outstanding shares is at $115.5 million. As per the news, the Q4 earnings report came out yesterday. </li>
<li>Aspire Biopharma Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASBP#NASDAQ">ASBP</a>) stock rose 28.17% to $0.31. The company's market cap stands at $11.8 million. </li>
<li>Synaptogenix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPX#NASDAQ">SNPX</a>) stock increased by 26.12% to $4.75. The market value of their outstanding shares is at $5.2 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Altimmune (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALT#NASDAQ">ALT</a>) shares declined by 55.4% to $3.44 during Thursday's regular session. The company's market cap stands at $625.3 million. </li>
<li>Reviva Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVPH#NASDAQ">RVPH</a>) stock decreased by 50.51% to $0.38. The company's market cap stands at $35.6 million. </li>
<li>Liminatus Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIMN#NASDAQ">LIMN</a>) stock declined by 22.54% to $18.57. The market value of their outstanding shares is at $623.8 million. </li>
<li>GlucoTrack (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GCTK#NASDAQ">GCTK</a>) shares declined by 19.81% to $6.29. The company's market cap stands at $4.4 million. </li>
<li>Eyenovia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EYEN#NASDAQ">EYEN</a>) shares decreased by 17.13% to $7.91. The company's market cap stands at $27.5 million. </li>
<li>Healthcare Triangle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HCTI#NASDAQ">HCTI</a>) stock decreased by 17.1% to $0.03. The company's market cap stands at $12.6 million. 
See Also: <a href="http://www.benzinga.com/money/best-healthcare-stocks/" title="www.benzinga.com/money/best-healthcare-stocks/">www.benzinga.com/money/best-healthcare-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ADIL

ASBP

BIAF

EYEN

GCTK

HCTI

KEQU

LIMN

RVPH

SNPX

12 Health Care Stocks Moving In Thursday's Intraday Session

<h3>Gainers</h3>
<ul>
<li>Surf Air Mobility (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRFM#NYSE">SRFM</a>) shares increased by 33.7% to $3.4 during Thursday's regular session. The market value of their outstanding shares is at $48.9 million. </li>
<li>ESS Tech (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWH#NYSE">GWH</a>) stock rose 22.42% to $1.31. The market value of their outstanding shares is at $12.9 million. </li>
<li>JVSPAC Acquisition Corp. - Right (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JVSAR#NASDAQ">JVSAR</a>) shares moved upwards by 22.33% to $0.63. </li>
<li>Enovix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENVX#NASDAQ">ENVX</a>) shares increased by 20.18% to $10.48. The market value of their outstanding shares is at $1.6 billion. </li>
<li>AIRO Group Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRO#NASDAQ">AIRO</a>) shares moved upwards by 20.0% to $26.28. The company's market cap stands at $545.3 million. </li>
<li>BlackSky Technology (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKSY#NYSE">BKSY</a>) stock increased by 17.41% to $20.29. The company's market cap stands at $541.8 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Globavend Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GVH#NASDAQ">GVH</a>) shares declined by 72.9% to $0.19 during Thursday's regular session. The company's market cap stands at $10.4 million. </li>
<li>New Horizon Aircraft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOVR#NASDAQ">HOVR</a>) stock decreased by 17.69% to $1.4. The market value of their outstanding shares is at $53.3 million. </li>
<li>OceanPal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OP#NASDAQ">OP</a>) shares decreased by 12.34% to $1.99. The market value of their outstanding shares is at $17.0 million. </li>
<li>Phoenix Asia Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PHOE#NASDAQ">PHOE</a>) shares decreased by 11.81% to $9.79. The market value of their outstanding shares is at $239.7 million. </li>
<li>Fuel Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTEK#NASDAQ">FTEK</a>) shares fell 9.43% to $2.5. The market value of their outstanding shares is at $84.9 million. </li>
<li>LanzaTech Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNZA#NASDAQ">LNZA</a>) stock decreased by 8.96% to $0.31. The market value of their outstanding shares is at $78.3 million. 
See Also: <a href="http://www.benzinga.com/money/best-industrials-stocks/" title="www.benzinga.com/money/best-industrials-stocks/">www.benzinga.com/money/best-industrials-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AIRO

BlackSky Technology Inc. Class A Common Stock

BKSY

ENVX

FTEK

HOVR

JVSAR

LNZA

PHOE

SRFM

12 Industrials Stocks Moving In Thursday's Intraday Session

<h3>Gainers</h3>
<ul>
<li>Cyngn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYN#NASDAQ">CYN</a>) stock increased by 331.9% to $21.64 during Thursday's regular session. The company's market cap stands at $8.7 million. </li>
<li>Ascent Solar Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTI#NASDAQ">ASTI</a>) shares rose 148.06% to $2.89. The market value of their outstanding shares is at $2.1 million. </li>
<li>Sonim Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SONM#NASDAQ">SONM</a>) shares increased by 30.15% to $1.64. The market value of their outstanding shares is at $13.0 million. </li>
<li>Core Scientific (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>) shares rose 23.94% to $15.24. The company's market cap stands at $3.6 billion. </li>
<li>Youxin Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/YAAS#NASDAQ">YAAS</a>) shares moved upwards by 18.19% to $5.68. The company's market cap stands at $161.3 million. </li>
<li>BigBear.ai Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) stock increased by 17.56% to $5.66. The market value of their outstanding shares is at $1.3 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Bit Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>) stock decreased by 18.7% to $1.91 during Thursday's regular session. The company's market cap stands at $490.0 million. </li>
<li>Next Technology Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXTT#NASDAQ">NXTT</a>) shares decreased by 15.02% to $2.15. The market value of their outstanding shares is at $1.1 billion. </li>
<li>Aeluma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALMU#NASDAQ">ALMU</a>) shares decreased by 14.58% to $14.56. The market value of their outstanding shares is at $269.1 million. </li>
<li>Diginex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGNX#NASDAQ">DGNX</a>) shares declined by 12.4% to $44.32. The company's market cap stands at $1.1 billion. </li>
<li>3 E Network (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MASK#NASDAQ">MASK</a>) shares fell 12.27% to $2.77. The market value of their outstanding shares is at $35.5 million. </li>
<li>Wolfspeed (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) shares fell 11.66% to $0.51. The company's market cap stands at $90.2 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ALMU

ASTI

BBAI

BTBT

Core Scientific, Inc. - Class A Common Stock

CORZ

DGNX

MASK

Next Technology Holding Inc. - Ordinary Shares

NXTT

SONM

WOLF

YAAS

12 Information Technology Stocks Moving In Thursday's Intraday Session

Keefe, Bruyette &amp; Woods analyst Jade Rahmani maintains KB Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBH#NYSE">KBH</a>) with a Market Perform and lowers the price target from $65 to $58.

Keefe, Bruyette & Woods Maintains Market Perform on KB Home, Lowers Price Target to $58

<a href="https://x.com/pulte/status/1938280767370502643">https://x.com/pulte/status/1938280767370502643</a>
<figure class="image"><img src="https://pbs.twimg.com/media/GuYoFToWkAAHf6p?format=jpg&amp;name=small" alt="Image" /></figure>

FMCC

FNMA

U.S. Director Of Federal Housing FHFA Bill Pulte Posts On X "One of Fannie & Freddie's most undervalued assets is a little known company "CSS". It being little known changes TODAY! We've created U.S. Fin Tech to hold CSS and sell our MBS Fin Tech Services to others - thanks to President Trump, this will unlock so much value for America!"

NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) is reportedly preparing to launch operations in Hong Kong in the fourth quarter of this year, adopting a <a href="https://www.benzinga.com/movers">distributor-led model instead of direct sales</a>.
The move will place NIO in direct <a href="https://www.tesla.com/findus/list/stores/Hong%20Kong">competition </a>with EV heavyweight Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), which already holds a strong foothold<a href="https://www.benzinga.com/25/05/45510669/tesla-supplier-catl-soars-125-in-46-billion-hong-kong-ipo"> in the Hong Kong market.</a>
The move signals a strategic shift by the electric vehicle maker as it expands into global markets with lower capital intensity, CnEV Post <a target="_blank" href="https://cnevpost.com/2025/06/26/nio-to-enter-hk-q4/" rel="noreferrer noopener">reports</a>, citing local media.
The company intends to mirror its Macau approach in Hong Kong by partnering with a local distributor rather than establishing its own retail network, the report adds.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46022793/nio-sets-stage-for-chip-arm-spin-off-eyes-external-clients-report" rel="noreferrer noopener">NIO Sets Stage For Chip Arm Spin-Off, Eyes External Clients: Report</a>
CnEV Post noted that this asset-light model will also be adopted in new markets such as Azerbaijan and Brazil.
NIO will formally introduce its new Macau distribution partner, Guangdong Hongyue Automobile Sales Group, on July 1.
Hongyue has been granted exclusive rights to manage market operations, service infrastructure, and ecosystem development across NIO&#8217;s three brands—NIO, Onvo, and Firefly—in the region.
The company previously used a direct-sales approach in Europe but began transitioning to distributor partnerships in late 2023.
Hongyue&#8217;s responsibilities in Macau will include brand promotion and user support.
Although NIO has not officially announced its Macau launch, hundreds of its vehicles already operate in the area, facilitated by the city&#8217;s openness to left-hand drive cars, unlike neighboring Hong Kong.
To support its growing footprint, NIO has built two battery swap stations in Macau—one inaugurated in late 2021 and another in October 2023. These installations hint at the company&#8217;s long-term intentions for the region, even prior to formal distribution deals, CnEV Post adds.
Price Action: NIO shares are trading lower by 1.7% to $3.41 at last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46117348/meta-secures-more-clean-energy-for-power-hungry-ai-and-data-center-growth" target="_blank" rel="noreferrer noopener">Meta Secures More Clean Energy For Power Hungry AI And Data Center Growth</a></li>
</ul>
Photo by Tada Images via Shutterstock

NIO Plots Hong Kong Entry With New Game Plan To Challenge Tesla

Micron Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) shares fell Thursday in early trading, despite the company on Wednesday reporting <a href="https://www.benzinga.com/markets/earnings/25/06/46104401/micron-q3-earnings-revenue-eps-beat-estimates-data-center-revenue-guidance-ai-demand">upbeat fiscal third-quarter earnings</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
KeyBanc Capital Markets On Micron Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585beadcb5a482000151d188/john-vinh">Analyst John Vinh</a> reiterated an Overweight rating, while raising the price target from $135 to $160.
Micron Technology reported quarterly revenues and earnings of $9.30 billion and $1.91 per share, beating consensus of $8.86 billion and $1.60 per share, respectively, Vinh said in a note. The results were driven by "improved pricing/mix and healthy demand, particularly for DRAM and HBM," he added.
"Looking into F4Q, MU sees continued strength in AI data center, a recovery in auto/industrials, and tightening DRAM supply driving favorable mix and improving GM," the analyst wrote. For the fiscal fourth quarter, management guided to revenue and earnings of $10.7 billion and $2.50 per share, above the consensus of $9.90 and $2.03 per share, he further wrote.
Piper Sandler On Micron Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58fe05b80bd9910001595370/harsh-kumar">Analyst Harsh Kumar</a> maintained an Overweight rating, while lifting the price target from $120 to $165.
Micron Technology's DRAM and NAND bit shipments both grew around 20% sequentially, Kumar said. The company continued to gain market share with its HBM (high-bandwidth memory) product, he added.
Revenues generated by HBM continued to grow by more than 50% sequentially, the analyst stated. "We continue to see MU as an outsized beneficiary from current market trends in both data center and AI due to their HBM products and market positioning," he further wrote.
<h1 class="wp-block-heading">Stifel On Micron Technology</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58c6ab8cb85e9300015f1add/brian-chin">Analyst Brian Chin</a> reaffirmed a Buy rating, while taking the price target higher from $130 to $145.
Micron Technology announced its results and guidance higher than consensus estimates, Chin said. The company guided to gross margins of 42.0% for the fiscal fourth quarter, "exceeding our 38.0%," he added.
Management noted that data center demand had strengthened the guidance, the analyst stated. "This is expected to drive a more favorable mix, reflected in a better-than expected F4Q GM guide," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">RBC Capital Markets On Micron Technology</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5846ee55ee7bf6000154d12b/jonathan-atkin">Analyst Matt Bryson</a> reiterated an Outperform rating, while raising the price target from $150 to $165.
While Micron Technology's sequential growth in bit shipments was strong, expectations were "already in this range," Bryson said. The company's data center revenues more than doubled on a year-on-year basis and reached record levels, he added.
HBM sales grew nearly 50% sequentially to surpass $1.5 billion in the quarter, the analyst stated. The company's HBM ramp "remains on track, with growth in that market in turn lifting MU&#8217;s future revenue and margin profile," he added.
<h1 class="wp-block-heading">Cantor Fitzgerald On Micron Technology</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6331beac10b15f0001b58380/c-j%20muse">Analyst C.J. Muse</a> maintained an Overweight rating, while lifting the price target from $145 to $155.
While Micron Technology was expected to announce a strong beat-and-raise quarter, its results and guidance were "well above just about everyone's expectations," Muse said.
While indicating some tariff-related pre-purchases, management said that secular trends in both data center and HBM memory and a cyclical recovery in NAND were "more important drivers of the recovery," the analyst stated. The company also suggested that "a return to tight/normalized inventory exiting August FY25 sets the stage for a strong recovery to continue through the remainder of CY25 and into FY26," he further wrote.
<h1 class="wp-block-heading">Needham On Marvell Technology</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e21cde3430dee0001c717dd/quinn-bolton">Analyst Quinn Bolton</a> reaffirmed a Buy rating, while taking the price target higher from $120 to $150.
Micron Technology reported solid results and guidance, "driven by continued strength in data center along with a recovery in other end markets," Bolton said. "The AI demand environment remains healthy and Micron continues to increase its share in the HBM market," he added.
The company reported non-GAAP gross margins of 39.0% and guidance to 42.0% at the midpoint, surpassing consensus of 39.2%, the analyst stated. "The GM expansion is attributed to product mix shift towards DRAM from NAND and an improving pricing environment," he further wrote.
MU Price Action: Shares of Micron Technology declined by 1.88% to $124.87 at the time of publication on Thursday.
Read More: • <a href="https://www.benzinga.com/markets/equities/25/06/46111337/micron-ceo-cautions-ai-boom-may-not-be-fully-sustainable-flags-tariff-driven-demand-pull-in">Micron CEO Cautions AI Boom May Not Be Fully Sustainable, Flags Tariff-Driven Demand Pull-In</a>

Photo: Shutterstock

Analyst Color

Earnings

Earnings Beats

Guidance

Reiteration

Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'

General Dynamics' GDIT Bags $580M Integrated Base Defense Sustainment Support Task Order To Continue Enhancing Security And Readiness Of U.S. Army Bases

Press Releases

monday.com Announces Full Release of monday service, its AI Enterprise Service Management Platform

monday.com Announces AI Vision to Empower Businesses to Scale

monday.com Hosts Annual Partner Summit, Showcasing Growth and Collaboration Across Global Ecosystem

monday.com Files its 2024 Annual Report on Form 20-F

monday.com Expands Global Leadership Team with Appointment of CRO

monday.com to Announce First Quarter 2025 Financial Results on Monday, May 12, 2025

monday.com Announces Participation in the J.P. Morgan Global Technology, Media and Communications Conference

Comments

Monday.Com

매도 수량

Monday.Com (NASDAQ:MNDY) 주식, 공매도 수량 보고

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌