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Should You Buy CVS Stock For The Margin Aetna Is Rebuilding?
Trefis1d agobullish
Should You Buy CVS Stock For The Margin Aetna Is Rebuilding?

CVS Health (CVS) keeps a little over a penny of profit from every dollar it takes in. A net margin of 1.2% reads like a verdict on the business. On $415.1 billion of revenue, one point of net margin is worth over $4 billion, and 1.2% is closer to a floor than a peak. Management has been working on it through 2026.

Jim Cramer on Energy Transfer (ET): “Buy, Buy, Buy”
Insider Monkey1d agobullish
Jim Cramer on Energy Transfer (ET): “Buy, Buy, Buy”

On September 14, during the lightning round of Mad Money, a caller asked if they should be concerned about Energy Transfer LP (NYSE:ET) moving its primary stock listing from the New York Stock Exchange to the Texas Stock Exchange on October 5. In response, Jim Cramer said: No, I actually, you know, I got to […]

Dell Technologies (DELL) Buyback Puts Valuation Back In Focus
Simply Wall St.1d agobullish
Dell Technologies (DELL) Buyback Puts Valuation Back In Focus

Dell Technologies (DELL) just finished a sizeable share repurchase phase that started in 2021. The latest tranche alone retired 9,500,000 shares, which gives investors fresh context for recent stock moves. Dell Technologies’ recent buyback comes on top of a powerful run in the shares, with a 1-month share price return of 25.55% and a year to date share price return of 360.41%. This has been fueled by heavy interest in its AI server exposure and a series of positive updates, including strong...

How Atlassian Stock Shook Off 'SaaSpocalypse' AI Fears For A Big Rally
Investor's Business Daily1d agobullish
How Atlassian Stock Shook Off 'SaaSpocalypse' AI Fears For A Big Rally

Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.

2 Profitable Stocks on Our Buy List and 1 We Avoid
StockStory1d agobullish
2 Profitable Stocks on Our Buy List and 1 We Avoid

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

3 Market-Beating Stocks for Long-Term Investors
StockStory1d agobullish
3 Market-Beating Stocks for Long-Term Investors

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst
Benzinga1d agobullish
Agentforce Triggers Renewal Surge, Sparking Salesforce AI Boom: Analyst

Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns. BNP Sees Revenue Reacceleration Ahead BNP Paribas analyst Stefan Slowinski came away from Salesforce’s Dreamforce Conference and Investor Day "incrementally positive," citing accelerating new business activity relative to existing contract values. He expects those trends to support a revenue reacceleration beginning in the third

What Does Eli Lilly (LLY) Gain From Its New Genetic Medicine Partnership?
Simply Wall St.1d agobullish
What Does Eli Lilly (LLY) Gain From Its New Genetic Medicine Partnership?

Eli Lilly (NYSE:LLY) has entered an exclusive research collaboration with QurCan Therapeutics to develop genetic medicines for nervous system diseases. The agreement centers on QurCan's polymer lipid nanoparticle delivery platform for central and peripheral nervous system targets, with Eli Lilly responsible for later development and commercialization. Lilly is also making a strategic investment in QurCan Therapeutics, tying capital directly to progress in genetic medicine delivery...

Vicor Stock Surges 18% Following AI License Agreement
TIKR1d agobullish
Vicor Stock Surges 18% Following AI License Agreement

Key Stats for Vicor StockPrice change for Vicor stock in last 1 year: 302%$VICR Stock Price as of Sep. 17: $21652-Week High: $383$VICR Stock Price Target: $386What Happened?Vicor (VICR) stock jumped about 18% on Thursday after the company announced a new licensing deal tied to the booming AI infrastructure market.