In the upcoming fourth quarter earnings report for Booking Holdings (BKNG), investors and analysts alike are eagerly awaiting to see how the leading online travel agency has fared amidst ongoing industry challenges. With the travel sector facing unprecedented disruptions, all eyes will be on BKNG’s financial performance and future outlook.
Key metrics to watch for include revenue growth, booking volume, and any updates on the company’s strategic initiatives. Additionally, insights into how BKNG is navigating the evolving travel landscape and adapting to changing consumer behavior will be crucial for understanding its long-term growth potential.
Stay tuned for our comprehensive analysis of Booking Holdings’ Q4 earnings report, as we delve into what to expect and how it may impact the market. Don’t miss out on this essential update for investors and travel industry enthusiasts alike.
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund was down 0.99% (Institutional Shares) in the quarter trailing the Russell 2000 Growth Index’s 1.70% return and the broader Russell 3000 Index’s 2.63% return. For the year the Fund was up 13.61% compared to 15.15% and 23.81% returns for the indexes. Although the fund’s performance this year did not surpass the benchmark, its long-term results are significantly better. In addition, please check the fund’s top five holdings to know its best picks in 2024.
Baron Small Cap Fund highlighted stocks like Vertiv Holdings Co (NYSE:VRT), in the fourth quarter 2024 investor letter. Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -3.13%, and its shares gained 92.73% of their value over the last 52 weeks. On January 30, 2024, Vertiv Holdings Co (NYSE:VRT) stock closed at $114.60 per share with a market capitalization of $43.014 billion.
Baron Small Cap Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q4 2024 investor letter:
“Vertiv Holdings Co (NYSE:VRT), a critical digital infrastructure solutions provider for data centers, continued to perform well. With a leading market share in power and cooling applications for data centers, Vertiv is seen as a prime beneficiary of the AI-related data center buildout. At its November Analyst Day, Vertiv raised organic sales guidance to 12% to 14% CAGR for the next five years and gave guidance of 16% to 18% organic revenue growth for 2025. Vertiv also increased its target adjusted operating profit margin from 20% to 25%. While impressive on their own, these forecasts can prove conservative we think. With the stock up 141% in 2024, we have been trimming the stock into strength to manage position size but hold a large stake as we believe in its growth and that the stock is reasonably valued even after great appreciation the last two years.”
Vertiv Holdings Co (VRT): Expanding Cooling Tech for AI Applications
A close-up of a group of technicians working on complex data center systems.
Vertiv Holdings Co (NYSE:VRT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 91 hedge fund portfolios held Vertiv Holdings Co (NYSE:VRT) at the end of the third quarter which was 92 in the previous quarter. While we acknowledge the potential of Vertiv Holdings Co (NYSE:VRT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
Vertiv Holdings Co (VRT) Continued its Solid Performance
Vertiv Holdings Co (VRT), a global provider of critical digital infrastructure and continuity solutions, has continued to impress investors with its solid performance in recent quarters. The company has managed to navigate through challenging market conditions and deliver strong financial results, reflecting its resilient business model and strong management team.
In the most recent quarter, Vertiv reported revenue growth of over 10% year-over-year, driven by strong demand for its data center products and services. The company’s profitability also improved, with adjusted EBITDA margins expanding by several percentage points. This strong financial performance has been supported by Vertiv’s focus on innovation and customer-centric solutions, as well as its strategic partnerships with key industry players.
Vertiv’s stock price has also been on an upward trajectory, outperforming the broader market indices. Investors have taken notice of the company’s strong fundamentals and growth prospects, leading to increased interest in Vertiv’s shares.
Looking ahead, Vertiv remains well-positioned to capitalize on the growing demand for digital infrastructure solutions, driven by the increasing reliance on cloud computing, edge computing, and 5G networks. The company’s strong track record, coupled with its strategic initiatives and investments in technology, bodes well for its future growth and success.
Overall, Vertiv Holdings Co (VRT) has demonstrated its ability to deliver strong financial results and drive shareholder value, making it a compelling investment opportunity for those looking to capitalize on the digital transformation trend.
Financial giants have made a conspicuous bullish move on CrowdStrike Holdings. Our analysis of options history for CrowdStrike Holdings CRWD revealed 20 unusual trades.
Delving into the details, we found 65% of traders were bullish, while 30% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $927,748, and 14 were calls, valued at $804,220.
Projected Price Targets
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $300.0 to $400.0 for CrowdStrike Holdings over the recent three months.
Volume & Open Interest Trends
In terms of liquidity and interest, the mean open interest for CrowdStrike Holdings options trades today is 690.47 with a total volume of 1,591.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for CrowdStrike Holdings’s big money trades within a strike price range of $300.0 to $400.0 over the last 30 days.
CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike’s primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The Texas-based firm was founded in 2011 and went public in 2019.
Having examined the options trading patterns of CrowdStrike Holdings, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
CrowdStrike Holdings’s Current Market Status
With a trading volume of 761,220, the price of CRWD is down by -1.0%, reaching $374.19.
Current RSI values indicate that the stock is may be approaching overbought.
Next earnings report is scheduled for 40 days from now.
What Analysts Are Saying About CrowdStrike Holdings
In the last month, 4 experts released ratings on this stock with an average target price of $398.75.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. Click here for access.
* Maintaining their stance, an analyst from Truist Securities continues to hold a Buy rating for CrowdStrike Holdings, targeting a price of $385.
* An analyst from RBC Capital has decided to maintain their Outperform rating on CrowdStrike Holdings, which currently sits at a price target of $420.
* Maintaining their stance, an analyst from Citigroup continues to hold a Buy rating for CrowdStrike Holdings, targeting a price of $420.
* Maintaining their stance, an analyst from Scotiabank continues to hold a Sector Perform rating for CrowdStrike Holdings, targeting a price of $370.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest CrowdStrike Holdings options trades with real-time alerts from Benzinga Pro.
CrowdStrike Holdings Unusual Options Activity For January 23 – CrowdStrike Holdings (NASDAQ:CRWD)
CrowdStrike Holdings, a leading provider of cloud-delivered endpoint protection, has been experiencing some unusual options activity on January 23. The stock, trading under the ticker symbol CRWD on the NASDAQ, has caught the attention of options traders due to a surge in trading volume for certain contracts.
Options activity can be a useful indicator of investor sentiment and market expectations. Unusual options activity, such as a significant increase in trading volume or large trades in a particular contract, can suggest that investors are positioning themselves for a potential move in the stock price.
On January 23, CrowdStrike Holdings saw unusually high trading volume in call options, which give the holder the right to buy the stock at a specified price within a certain time frame. This could indicate that some traders are bullish on the stock and are betting that the price will rise in the near future.
It’s important to note that options trading can be risky and speculative, and not all unusual options activity leads to profitable trades. However, for investors who are interested in monitoring market sentiment and potential trends, keeping an eye on unusual options activity can provide valuable insights.
As always, it’s recommended to conduct thorough research and consult with a financial advisor before making any investment decisions based on options activity. Stay tuned for updates on CrowdStrike Holdings and other companies experiencing unusual options activity.
BitcoinBTC/USD mining stocks MARA Holdings IncMARA, Riot Platforms IncRIOT and CleanSpark IncCLSK are trading higher Wednesday following softer-than-expected Consumer Price Index (CPI) data. Here’s a look at what’s going on.
What To Know:BitcoinBTC/USD is surging following core CPI data that came in below expectations. The Bureau of Labor Statistics reported a 2.9% increase in headline CPI for December on a year-over-year basis, in line with economist estimates. Core CPI increased by 3.2% year-over-year, versus estimates for a 3.3% increase.
Broader markets are rallying on the heels of the inflation data and crypto names are getting an extra lift from a rise in Bitcoin prices. Bitcoin was up about 3.15% over a 24-hour period, trading around $99,350 at last check, per Benzinga Pro.
BlackRock head of digital assets Robert Mitchnick on Wednesday said Bitcoin adoption is still in the early stages. Although demand for spot Bitcoin ETF products has been off the charts from retail investors, he suggested that wealth advisory and institutional investors have been slower to adopt Bitcoin strategies.
BlackRock on Wednesday reported a record $641 billion in full-year 2024 net inflows and a 14% increase in full-year revenue.
Bitcoin Mining Metrics: Bitcoin mining stocks are outperforming on Wednesday. MARA Holdings, Riot and CleanSpark all recently reported operating results for December. Here’s a look at how the miners are faring.
MARA Holdings mined 890 Bitcoin in December, down from 907 Bitcoin mined in November. MARA said it held a total of 44,893 Bitcoin as of Dec. 31, with 7,377 of those Bitcoin temporarily loaned to third parties. MARA’s energized hashrate increased 15% in December to 53.2 EH/s.
Riot mined 516 Bitcoin in December, up from 496 in November. Riot noted that it held a total of 17,722 Bitcoin as of Dec. 31. Riot’s average deployed hashrate was 31.5 EH/s last month.
CleanSpark mined 668 Bitcoin in December, up from 622 Bitcoin mined in November. CleanSpark said it mined a total of 7,024 Bitcoin in 2024. The company noted that it had 9,952 in total Bitcoin holdings as of Dec. 31. CleanSpark’s average hashrate throughout December was 35.52 EH/s.
MARA, RIOT, CLSK Price Action: At publication time, MARA shares were up 5.53% at $18.32, Riot shares were up 6.94% at $13.08 and CleanSpark shares were up 6.38% at $10.99, according to Benzinga Pro.
Bitcoin mining stocks have been on a rollercoaster ride in recent weeks, with MARA Holdings, Riot Platforms, and CleanSpark making headlines for their volatile price movements.
MARA Holdings, a leading Bitcoin mining company, has seen its stock price skyrocket in recent months as the price of Bitcoin has surged to new all-time highs. Investors have been flocking to MARA Holdings as a way to gain exposure to the booming cryptocurrency market, driving the stock to impressive gains.
Riot Platforms, another key player in the Bitcoin mining space, has also seen its stock price surge in tandem with the price of Bitcoin. The company has been expanding its mining operations and investing in new technology to increase its mining capacity, attracting bullish investors looking to capitalize on the cryptocurrency boom.
CleanSpark, a software and technology company that also operates in the Bitcoin mining space, has seen its stock price fluctuate wildly in recent weeks. The company has been making strategic moves to expand its mining operations and improve its technology, but investors have been wary of the stock’s volatility.
Overall, Bitcoin mining stocks have been on a wild ride as the cryptocurrency market continues to see unprecedented growth. Investors should proceed with caution and do their due diligence before investing in these high-risk, high-reward stocks.
We recently compiled a list of the Why These 10 Stocks Were Skyrocketing on Friday.In this article, we are going to take a look at where MARA Holdings, Inc. (NASDAQ:MARA) stands against the other stocks that were skyrocketing on Friday.
Wall Street saw a strong trading session on Friday, with all major indices finishing firmly in the green ahead of President-elect Donald Trump’s return to office.
The Dow edged higher by 0.78 percent, while the S&P rallied 1 percent. Nasdaq, for its part, jumped 1.51 percent.
Ten companies—predominantly Bitcoin miners—were among the day’s standout performers, posting significant gains amid growing optimism in the broader cryptocurrency market, thanks to Trump’s commitment to supporting the sector.
To come up with Friday’s top gainers, we considered only the stocks with at least $2 billion in market capitalization and $5 million in daily trading volume.
Is MARA Holdings Inc. (MARA) Among Firms Under Tech, Energy, Aviation that Led Friday Rally?
An aerial view of a bustling financial district, with skyscrapers and a large financial institution in the city center.
Shares of MARA Holdings, Inc. (NASDAQ:MARA) finished higher on Friday, adding 8.8 percent to end at $19.91 apiece as investors gobbled up shares in MARA Holdings (NASDAQ:MARA) in hopes that the cryptocurrency industry is set for a boost under the incoming Trump administration.
Earlier reports said that Trump could release an executive order making cryptocurrency a national priority as soon as day one of his new term.
Additionally, a cryptocurrency advisory is being eyed to give the industry a voice within his administration. A Bitcoin stockpile is part of discussions about a possible executive order that would cover several areas of crypto policy.
Trump, a former critic of cryptocurrency, has said that he will advocate for industry concerns during his upcoming administration, including appointing David Sacks as the newly-created “Crypto Czar” cabinet position to advance regulation and create a “strategic bitcoin reserve.”
Overall MARA ranks 6th on our list of the top-performing stocks from Friday’s session. While we acknowledge the potential of MARA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MARA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
MARA Holdings, Inc. (MARA) experienced a significant surge in its stock price on Friday, leaving investors and analysts alike wondering what caused the sudden spike. Several factors could be attributed to the impressive performance of MARA on that day.
Firstly, positive news or announcements related to the company could have boosted investor confidence and led to increased buying activity. This could include new partnerships, acquisitions, product launches, or other developments that suggest potential growth and profitability for MARA.
Secondly, the overall market sentiment and industry trends may have played a role in MARA’s skyrocketing stock price. If there was a positive sentiment in the market or within the technology sector in which MARA operates, investors may have been more willing to buy shares of the company.
Lastly, it is also possible that MARA’s stock price was influenced by external factors such as macroeconomic news, geopolitical events, or changes in investor sentiment towards the cryptocurrency and blockchain industry. MARA is known for its involvement in the blockchain technology and cryptocurrency space, so any positive news or developments in this industry could have positively impacted the company’s stock price.
Overall, the reasons behind MARA’s impressive performance on Friday are likely a combination of company-specific news, market sentiment, and industry trends. Investors should continue to monitor these factors to better understand and potentially capitalize on future movements in MARA’s stock price.
Tags:
MARA Holdings Inc, MARA stock news, MARA stock analysis, MARA stock price, MARA stock forecast, MARA stock performance, MARA stock market, MARA stock update, MARA stock news today
It’s not a stretch to say that Sirius XM Holdings Inc.’s (NASDAQ:SIRI) price-to-sales (or “P/S”) ratio of 0.9x right now seems quite “middle-of-the-road” for companies in the Media industry in the United States, where the median P/S ratio is around 0.8x. However, investors might be overlooking a clear opportunity or potential setback if there is no rational basis for the P/S.
NasdaqGS:SIRI Price to Sales Ratio vs Industry December 31st 2024
What Does Sirius XM Holdings’ P/S Mean For Shareholders?
Sirius XM Holdings hasn’t been tracking well recently as its declining revenue compares poorly to other companies, which have seen some growth in their revenues on average. It might be that many expect the dour revenue performance to strengthen positively, which has kept the P/S from falling. You’d really hope so, otherwise you’re paying a relatively elevated price for a company with this sort of growth profile.
In order to justify its P/S ratio, Sirius XM Holdings would need to produce growth that’s similar to the industry.
In reviewing the last year of financials, we were disheartened to see the company’s revenues fell to the tune of 1.7%. At least revenue has managed not to go completely backwards from three years ago in aggregate, thanks to the earlier period of growth. Therefore, it’s fair to say that revenue growth has been inconsistent recently for the company.
Shifting to the future, estimates from the analysts covering the company suggest revenue growth is heading into negative territory, declining 0.2% each year over the next three years. That’s not great when the rest of the industry is expected to grow by 5.2% per annum.
With this in consideration, we think it doesn’t make sense that Sirius XM Holdings’ P/S is closely matching its industry peers. Apparently many investors in the company reject the analyst cohort’s pessimism and aren’t willing to let go of their stock right now. Only the boldest would assume these prices are sustainable as these declining revenues are likely to weigh on the share price eventually.
What Does Sirius XM Holdings’ P/S Mean For Investors?
We’d say the price-to-sales ratio’s power isn’t primarily as a valuation instrument but rather to gauge current investor sentiment and future expectations.
While Sirius XM Holdings’ P/S isn’t anything out of the ordinary for companies in the industry, we didn’t expect it given forecasts of revenue decline. When we see a gloomy outlook like this, our immediate thoughts are that the share price is at risk of declining, negatively impacting P/S. If the declining revenues were to materialize in the form of a declining share price, shareholders will be feeling the pinch.
You should always think about risks. Case in point, we’ve spotted 2 warning signs for Sirius XM Holdings you should be aware of, and 1 of them is a bit concerning.
New: Manage All Your Stock Portfolios in One Place
We’ve created the ultimate portfolio companion for stock investors, and it’s free.
• Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Sirius XM Holdings Inc. (NASDAQ:SIRI) may be experiencing subdued growth, but that hasn’t stopped its stock price from climbing steadily. Despite facing challenges in the competitive streaming market, Sirius XM has managed to maintain a loyal customer base and generate consistent revenue.
While some investors may be concerned about the company’s slower growth compared to its competitors, Sirius XM’s strong financial performance and strategic partnerships continue to drive its stock price higher. The company’s recent acquisition of Pandora Media has also expanded its reach in the digital music space, offering new opportunities for growth.
Although Sirius XM may not be seeing explosive growth at the moment, its stable financials and solid business model make it a reliable investment option for those looking for long-term growth potential. As the company continues to innovate and adapt to changing market trends, its stock price is likely to reflect its strong fundamentals and future growth prospects.
Shares of Upstart Holdings Inc (UPST, Financial) fell 6.43% in mid-day trading on Dec 27. The stock reached an intraday low of $67.26, before recovering slightly to $67.40, down from its previous close of $72.03. This places UPST 24.23% below its 52-week high of $88.95 and 227.18% above its 52-week low of $20.60. Trading volume was 1,954,792 shares, 25.4% of the average daily volume of 7,691,213.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 15 analysts, the average target price for Upstart Holdings Inc (UPST, Financial) is $57.17 with a high estimate of $100.00 and a low estimate of $9.00. The average target implies an downside of 15.18% from the current price of $67.40. More detailed estimate data can be found on the Upstart Holdings Inc (UPST) Forecast page.
Based on the consensus recommendation from 16 brokerage firms, Upstart Holdings Inc’s (UPST, Financial) average brokerage recommendation is currently 3.0, indicating “Hold” status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Upstart Holdings Inc (UPST, Financial) in one year is $37.54, suggesting a downside of 44.3% from the current price of $67.4. GF Value is GuruFocus’ estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business’ performance. More detailed data can be found on the Upstart Holdings Inc (UPST) Summary page.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
On December 27, shares of Upstart Holdings Inc (UPST) saw a significant decrease, dropping 6.43% in value. This decline comes after a period of strong growth for the company, which has been making waves in the financial technology industry.
Investors may be reacting to various factors such as market volatility, profit-taking, or broader economic concerns. It’s important to note that one day of trading does not necessarily indicate a long-term trend, and fluctuations in stock prices are common in the market.
Despite this recent dip, Upstart Holdings Inc remains a promising player in the fintech sector, with its innovative AI-driven lending platform disrupting traditional lending practices. Investors and analysts will be closely watching to see how the company performs in the coming days and weeks.
Price: $279.99 – $22.94 (as of Nov 27,2024 06:07:56 UTC – Details)
Fix today. Protect forever.
Secure your devices with the #1 malware removal and protection software Everyone gets a prize with this epic mini vending machine toy. Just fill it, pull the lever, & collect your small prize – no coins needed! Fill it with mini erasers, mini toys, & more! Size: 3.9in (W) x 4.9in (H) Fill it with mini erasers, mini toys, & more! Size: 3.9in (W) x 4.9in (H) BPA Free Fill it with mini erasers, mini toys, & more! Care Instructions: Hand wash with mild detergent. Not dishwasher safe.
Looking for a compact and convenient way to dispense small items? Look no further than our Mini Vending Machine dispenser, perfect for storing and dispensing small toys, candy, gum, or any other tiny trinkets.
Made from durable and transparent plastic, this small dispenser is not only practical but also aesthetically pleasing. Its clear design allows you to easily see the contents inside, making it a great display piece for your home or office.
With the MMVM1616, you can easily satisfy your cravings or entertain yourself with just a simple twist of the knob. Whether you’re looking for a fun way to distribute party favors or simply want a cute addition to your desk, this mini vending machine is sure to delight.
Get your hands on the 1616 Holdings Mini Vending Machine Plastic Dispenser today and add a touch of fun to your everyday life! #1616Holdings #MiniVendingMachine #PlasticDispenser #SmallButMighty
#Holdings #Mini #Vending #Machine #Plastic #Dispenser #Small #Clear #MMVM1616
