Zeta Global offers strong revenue growth, expanding AI-driven platform adoption, and trades at a valuation discount, supporting a positive long-term outlook. Legal risks from past financial and data privacy allegations remain a key overhang, warranting smaller position sizes and cautious entry. Healthy gross margins, improving operating leverage, and robust customer retention offset concerns over slowing growth and competitive threats.
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I reiterate my buy rating for GLBE, as recent results and SHOP partnership updates enhance scalability and long-term growth potential. GLBE delivered strong Q1'25 results, with GMV and revenue both growing over 30% year-over-year and profitability improving significantly. The Shopify partnership extension, despite short-term topline optics, increases platform integration and should drive higher adoption and transaction volumes.
U.S. stock futures pointed to a slightly weaker open, while markets in Asia and Europe were mixed ahead of Nvidia's earnings later Wednesday.
OPEC+ output talks, global sanctions, and trade shifts push natural gas and oil markets into a volatile holding pattern with possible sharp breakouts.
VG's CP2 LNG plant is expected to support the export capabilities of the United States and solidify its position as the largest exporter of natural gas.
I assign a Hold rating to Hertz, as operational improvements are offset by ongoing revenue declines and demand uncertainty. HTZ has made significant progress on cost discipline, depreciation per unit, and liquidity, reducing near-term refinancing risk. The company's 'Buy Right' fleet strategy and improving used car market are driving margin tailwinds, but revenue growth remains elusive.
lululemon's U.S. growth slowed in 2024, but international expansion—especially in China—positions the company for long-term upside and market share gains. Despite rising competition from Alo Yoga, lululemon's loyal customer base, premium products, and innovation pipeline support its premium valuation. U.S. consumer caution remains, but easing trade tensions and cooling inflation could quickly improve sentiment and domestic performance.
U.S. Global Investors (NASDAQ:GROW) CEO Frank Holmes joined Proactive to discuss the company's data-driven approach behind its Go Gold ETF, now trading on the Colombian Securities Exchange.
Discover why Zacks rates Global Self Storage as "Neutral", being the first on Wall Street to initiate coverage on the stock. Explore SELF's promising growth prospects and financial health amid market challenges.
RB Global's shift to service-based revenue, now 78.5% of total, drives robust growth, supported by acquisitions and higher take rates from value-added services. The IAA acquisition has pivoted growth toward the Automotive segment, now 52% of GTV, with strong future prospects based on industry trends and historical performance. RB Global's broad asset portfolio, integrated platform, and value-added services create a competitive edge versus rivals like Copart and support cross-selling opportunities.
Despite tariff fears, GSL's focus on mid-sized vessels positions it to benefit from shifting trade flows and constrained supply in its segment. Management's expertise in fleet renewal and debt reduction has strengthened GSL's financial position, lowering leverage and borrowing costs significantly. GSL's stable, locked-in contracts and robust cash generation create a high margin of safety and underscore its undervaluation at current market prices.