El interés en corto de CERo Therapeutics Hldgs da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de CERo Therapeutics Hldgs. Los datos de interés en corto se actualizan cada dos semanas.

CERo Therapeutics Hldgs (NASDAQ:CERO) Bolsa, Informe de interés en corto

CERo Therapeutics Hldgs

CERo Therapeutics Holdings Inc is an innovative immunotherapy company advancing the development of next-generation engineered T-cell therapeutics for the treatment of cancer. Its proprietary approach to T cell engineering, which enables it to integrate certain desirable characteristics of both innate and adaptive immunity into a single therapeutic construct, is designed to engage the body's full immune repertoire to achieve optimized cancer therapy.

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Acciones de Corvus suben un 22,5% pre-market tras anunciar datos de Soquelitinib. Descubre más ganadores y perdedores.

Acciones de Corvus Pharmaceuticals (CRVS) suben alrededor del 22%; 20 acciones que se mueven en premercado

CERo Therapeutics Holdings, Inc. - Common Stock

CERo Therapeutics Holdings Inc

CERo Therapeutics Holdings, Inc. - Warrants

CERO THERAPEUTICS HOLDINGS INC UNIT 1 CL A & 1/3 WT EXP

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SealSq shares are trading lower after the company announced a registered offering of $13.16 million shares priced at $1.90 per unit for approximate proceeds of $25 million.

When <a href="https://www.benzinga.com/money/how-to-build-a-real-estate-portfolio">building a real estate portfolio</a>, protecting your assets is just as important as growing them. Dave Ramsey, the personal finance guru, knows this all too well. During an <a href="https://www.youtube.com/watch?v=vkPZCGgoqmY">episode</a> of The Ramsey Show, he shared a practical tip that every <a href="https://www.benzinga.com/money/how-to-become-a-real-estate-investor">aspiring real estate investor</a> should hear: <a href="https://www.benzinga.com/money/how-to-buy-rental-property-with-an-llc">set up a new LLC</a> once your real estate holdings hit a certain number.
Here's why Dave swears by this approach – and what it means for investors.
Don't Miss:
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<li>If there was a new fund backed by Jeff Bezos offering a <a href="https://www.benzinga.com/go/arrived-private-credit-yf">7-9% target yield with monthly dividends would you invest in it</a>?</li>
<li>Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing —<a href="https://www.benzinga.com/money/boxabl-y2"> you can become an investor for $0.80 per share today.</a></li>
</ul>
<h2 class="wp-block-heading">Protecting Your Assets from Unexpected Twists</h2>
Ramsey wants you to imagine this: you own a rental property and one day a tenant gets drunk, falls off the porch and decides to sue you. Scary, right? This nightmare scenario is exactly what an LLC (Limited Liability Company) is designed to handle, among other things. According to Dave, when an LLC owns a rental property, the tenant can only sue the LLC, not you personally.
"If they were to win," Dave explained, the most they'll get is what that LLC owns. That means your home, bank accounts and other investments remain safe. For Dave, this is nonnegotiable.
See Also: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-y2">The deadline to invest and receive your shares this year is 12/20. Join 30,000+ shareholders and invest at $0.26/share today.</a>
<h2 class="wp-block-heading">When to Start a New LLC</h2>
When Dave Ramsey was actively buying residential properties, he would group them into LLCs with a total value of up to $5 million. Once an LLC reached that threshold, he would form a new one to limit risk.
If one LLC&#8217;s assets are involved in a lawsuit, only those properties are at stake. By spreading his properties across multiple LLCs, Dave ensures that no single lawsuit can wipe out his entire portfolio. For larger properties, like a $15 million office building he owns, he creates stand-alone LLCs.
This strategy isn't just for multimillionaires. Even if you're starting small, grouping your properties into an LLC can give you peace of mind – and a safety net.
Trending: It&#8217;s no wonder Jeff Bezos holds over $70 million in art — <a href="https://www.benzinga.com/money/masterworks-y2">this alternative asset has outpaced the S&amp;P 500 since 1995, delivering an average annual return of 11.4%. Here&#8217;s how everyday investors are getting started.</a>
<h2 class="wp-block-heading">Flipping vs. Renting: Know What You're Signing Up For</h2>
Dave also touched on the age-old question for real estate investors: Should you <a href="https://www.benzinga.com/money/what-is-flipping-houses">flip properties</a> or hold them as rentals? His take is that flipping can be lucrative, but it's also time-consuming. "Flips are a pain in the butt," Dave admitted. You'll spend hours managing contractors, picking paint colors and pulling permits. It's a job, not a passive investment.
On the other hand, rentals provide steady income, but they're not hassle-free. Dave pointed out that cheaper properties offer higher returns but often have difficult tenants. High-end properties attract more stable tenants but yield lower returns. Either way, <a href="https://www.benzinga.com/money/managing-rental-properties">managing rentals requires active involvement</a>.
Trending: Commercial real estate has historically outperformed the stock market, and<a href="https://equitymultiple.com/benzinga?invite=benzinga&amp;utm_campaign=product-promotion-earn&amp;utm_source=yahooFinance&amp;utm_medium=affiliate&amp;utm_content=stockmarket-yahoo"> this platform allows individuals to invest in commercial real estate with as little as $5,000 offering a 12% target yield with a bonus 1% return boost today!</a>
<h2 class="wp-block-heading">The Myth of Passive Income</h2>
If you're picturing yourself collecting easy checks every month, think again. Dave didn't mince words: "People who say passive income on real estate are morons. There's <a href="https://www.benzinga.com/real-estate/24/05/38648012/dave-ramsey-says-theres-nothing-passive-about-being-a-landlord-how-to-invest-in-real-estate-for-trul">nothing passive</a> about owning real estate."
Owning real estate is a hands-on business, whether managing tenants, fixing leaky pipes or handling legal issues. That's why Dave emphasizes understanding the challenges before jumping in.
Read Next:
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<li>This Jeff Bezos-backed startup will allow you to <a href="https://arrivedhomes.go2cloud.org/aff_c?offer_id=15&amp;aff_id=1006&amp;aff_sub=yahoo&amp;aff_sub2=byerscta100">become a landlord in just 10 minutes, with minimum investments as low as $100 for properties like the Byer House from Stranger Things.</a></li>
<li>The<a href="https://www.benzinga.com/go/equitymultiple-yf"> Ascent Income Fund</a> from EquityMultiple targets stable income from senior commercial real estate debt positions and has a historical distribution yield of 12.1% backed by real assets.<a href="https://www.benzinga.com/go/equitymultiple-yf"> Earn a 1% return boost on your first EquityMultiple investment when you sign up here (accredited investors only)</a>.</li>
</ul>

If They Win …' – Here's The Savvy Reason Dave Ramsey Launches A New Real Estate LLC After Hitting $5 Million

In the last three months, 7 analysts have published ratings on 8x8 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EGHT#NASDAQ">EGHT</a>), offering a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $2.84, a high estimate of $4.00, and a low estimate of $2.00. A 8.68% drop is evident in the current average compared to the previous average price target of $3.11. 
<img src="https://www.benzinga.com/files/images/story/2024/1734548409_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The standing of 8x8 among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Meta Marshall</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Underweight</td>
<td>$2.60</td>
<td>$2.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$2.50</td>
<td>$2.75</td>
</tr>
<tr>
<td>Michael Turrin</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$2.00</td>
<td>$1.50</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Neutral</td>
<td>$2.75</td>
<td>$2.50</td>
</tr>
<tr>
<td>Ryan Macwilliams</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$2.50</td>
<td>$2.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$3.50</td>
<td>$4.00</td>
</tr>
<tr>
<td>Josh Nichols</td>
<td>B. Riley Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$4.00</td>
<td>$7.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to 8x8. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of 8x8 compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of 8x8's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of 8x8's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/EGHT/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on 8x8 analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>All You Need to Know About 8x8</h2>
8x8 Inc provides contact-center-as-a-service and unified-communications-as-a-service software applications to approximately 2.5 million users. The company's unified platform enables omnichannel communication to assist employees in communicating across voice, video, text, chat, and contact centers. The Company also generates revenue from sales of hardware and professional services, which are complementary to the delivery of its integrated technology platform.. Geographically, it derives a majority of revenue from the United States.
<h3>Financial Insights: 8x8</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Negative Revenue Trend: Examining 8x8's financials over 3 months reveals challenges. As of 30 September, 2024, the company experienced a decline of approximately -2.16% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: 8x8's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -8.03%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -13.57%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): 8x8's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -1.94%, the company may face hurdles in achieving optimal financial returns.
Debt Management: With a high debt-to-equity ratio of 4.2, 8x8 faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

EGHT

A Glimpse Into The Expert Outlook On 8x8 Through 7 Analysts

In the current market session, Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) stock price is at $671.67, after a 0.90% drop. However, over the past month, the company's stock increased by 3.24%, and in the past year, by 8.16%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2024/1734548408_0.png" alt="Past Year Chart" />

<h3>How Does Intuit P/E Compare to Other Companies?</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 95.11 in the Software industry, Intuit Inc. has a lower P/E ratio of 65.93. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2024/1734548408_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

INTU

A Look Into Intuit Inc's Price Over Earnings

Macro Notification

Federal Reserve

General

Fed Cuts Key Overnight Rate By 25 bps

Wall Street analysts rerated Salesforce, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) after it announced that a second generation&nbsp;of its Agentforce technology, capable of tackling questions in Salesforce&#8217;s Slack communications app, will be&nbsp;available in February 2025. The company also announced plans to <a target="_blank" href="https://www.benzinga.com/media/24/12/42550951/salesforce-doubles-ai-hiring-goal-to-add-2k-sales-roles" rel="noreferrer noopener">hire 2,000 artificial intelligence-focused salespeople.</a>
Needham analyst Scott Berg maintained Salesforce with a Buy and a $375 price target. BofA Securities analyst Brad Sills reiterated a Buy on Salesforce with a price target of $440.
Goldman Sachs analyst Kash Rangan maintained a Buy rating on Salesforce with a <a target="_blank" href="https://www.benzinga.com/quote/CRM/analyst-ratings" rel="noreferrer noopener">price target of $400.</a>
Truist analyst Terry Tillman reiterated a Buy rating on Salesforce with a price target of $400. Wedbush analyst Daniel Ives maintained Salesforce with an Outperform and a $425 price target.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/24/12/42535990/mccormick-eyes-1-billion-deal-to-acquire-dukes-mayonnaise-maker" rel="noreferrer noopener">McCormick Eyes $1 Billion Deal To Acquire Duke&#8217;s Mayonnaise Maker</a>
Needham: Berg virtually attended Salesforce&#8217;s Agentforce 2.0 release, coming away optimistic regarding updated Agentforce deal metrics (1000+ deals closed versus 200+ as of third-quarter) along with the expanded capabilities of the new platform.
Compared to version 1.0, which focuses on Sales and Service-oriented support, 2.0 looks to help internal processes and enterprise information gathering by leveraging Slack as the central Agent &#8220;hub&#8221; to pull information together across enterprise platforms.
Agentforce 2.0 highlights the Halo effect with Mulesoft and Data Cloud even more than Gen 1. Enhancements to the Atlas Reasoning Engine will further expand usage into more complex use cases. With an estimated TAM expansion of over $740 billion through AI spending, Agentforce seems poised to drive incremental top-line growth, which Berg noted as more tilted toward fiscal 2027. Berg projected fourth-quarter revenue of $10.04 billion and adjusted EPS of $2.60.
BofA Securities: Sills attended Salesforce&#8217;s Agentforce 2.0 launch virtually on Tuesday. The analyst is encouraged by the platform&#8217;s progress, which is now embedded into sales, marketing, Slack, and others. Also, the company is expanding the scope of Agentforce to integrate data for workflow across key third-party applications.
Finally, Agentforce 2.0 bolsters the AI platform with enhanced reasoning via the Atlas engine. Sills remains bullish on the agent opportunity for Salesforce in fiscal 2026 and the longer term. The analyst estimates Agentforce could provide incremental 1%-2% points of revenue growth in fiscal 2026 and 2027 each. The stock remains his top pick.
Goldman Sachs: Rangan rerated on the back of Salesforce&#8217;s Agentforce 2.0 event, which continues to amplify the company&#8217;s technical leadership. The analyst returned incrementally positive on Salesforce&#8217;s execution of its Gen-AI product roadmap with the development of enhanced capabilities within months of Agentforce&#8217;s release in September and delivery of quick-to-value productivity benefits.
With Agentforce 2.0 seamlessly connecting workflows with a knowledge graph across the entire product suite, Rangan noted Salesforce further solidifying its value proposition beyond a traditional tool. With over 1,000 Agentforce deals closed and thousands more in the pipeline, Rangan highlighted early proof points supporting Salesforce&#8217;s product-market fit and long-term growth durability. These deals indicate that Salesforce is well-positioned to capture a share in the growing digital labor market as the proliferation of Gen-AI augments human capacity.
While this might take time to drive meaningful revenue contribution, Rangan noted near-term tailwinds stemming from macro improvement, IT budget unlock as AI spending moves into the application layer, Data Cloud&#8217;s added contribution as it approaches ~$1 billion, and cyclical improvements in Marketing and Commerce Cloud.
Truist: Tillman virtually attended Salesforce&#8217;s Agentforce 2.0 unveiling event. Along with several product roadmap updates, the company has disclosed closing 1,000 paid Agentforce deals. Recall that Salesforce signed 200 Agentforce deals in the third quarter of 2025, which Tillman noted was approximately quadruple the company&#8217;s initial expectations.
Other highlights included notable internal efficiency stats with Agentforce, currently available Agent skills updates, and a fulsome roadmap, including several critical upcoming updates to Salesforce&#8217;s Atlas Reasoning Engine. Tillman noted that the company maintains an improved pace of innovation with Agentforce capabilities and anticipates major releases through the calendar of 2025, including Agentforce 3.0 in May.
Tillman noted that the premium on revenue versus peers is well justified given that the company offers an attractive balance of growth at scale and expanding profitability and cash flow, all with multiple capital allocation avenues setting the stage for consistent long-term shareholder returns. Also, the potential for growth acceleration while continuing to expand margins bodes well for potential upside and higher valuation implications
Wedbush: The company&#8217;s agents are built to handle routine use cases so humans can focus on handling difficult situations with significantly higher resolution on sales and services issues, with ~5k conversations being passed to humans out of ~32k conversations per week.
With the AI Revolution entering the software phase heading into 2025, Salesforce is well positioned to capture its fair share of market expansion as the AI monetization phase will catalyze Salesforce&#8217;s development over the next 12 to 18 months with a $7 trillion digital labor market opportunity on the horizon for Salesforce. 
Ives noted Salesforce is a clear second derivative beneficiary of the AI Revolution that could add ~$80 per share to the Salesforce story as this monetization story takes shape over the next 12 to 18 months with CEO Marc Benioff leading the charge and this new era of AI growth. Ives projected fourth-quarter revenue of $10.01 billion and adjusted EPS of $2.60.
Price Action: CRM stock traded higher by 0.23% to $351.77 at the last check on Wednesday.
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<li><a href="https://www.benzinga.com/government/regulations/24/12/42530171/walmart-teams-up-with-chinas-meituan-to-boost-e-commerce" target="_blank" rel="noreferrer noopener">Walmart Teams Up With China&#8217;s Meituan to Boost E-Commerce</a></li>
</ul>
Image via Shutterstock.

Analyst Color

Equities

Price Target

Reiteration

Tech

Wall Street Analysts Are Bullish On Salesforce's AI Vision - Here's Why

GRRR

Gorilla Technology shares are trading higher after the company announced it completed the conversion and elimination of its preferred shares for an enhanced capital structure.

JPMorgan analyst Cory Carpenter downgraded Getty Images Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GETY#NYSE">GETY</a>) stock from <a href="https://www.benzinga.com/quote/GETY/analyst-ratings" target="_blank" rel="noreferrer noopener">Neutral to Underweight</a>. The stock price declined after the rerating.
Getty Images is a leading visual content creator and marketplace that connects over 576,000 content creators with 719,000 purchasing customers.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/24/12/42536593/verizon-teams-up-with-nvidia-to-power-ai-apps-over-private-5g-networks" rel="noreferrer noopener">Verizon Teams Up With Nvidia To Power AI Apps Over Private 5G Networks</a>
The rerating reflects Getty Images stock trading at a healthy premium to Shutterstock Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSTK#NYSE">SSTK</a>), uncertainty around the potential longer-term impact from generative AI on the industry, potential growth headwinds in 2025 (lapping even-year events + FX) and limited capital allocation flexibility.
Getty Images returned to growth in recent quarters driven by a strong event calendar (U.S. election and Olympics), lapping easier Hollywood strike comps and agency channel stability.
Carpenter expects these trends to persist in the fourth quarter but noted the 2025 setup will be more challenging as the event calendar turns into a ~$10 million-$12 million headwind and Getty Images has high foreign exchange exposure relative to the rest of the analyst&#8217;s coverage universe.
Carpenter expects this to translate into limited revenue growth and margin expansion in 2025. This, coupled with ongoing uncertainty around the potential longer-term impact of generative AI on the industry, Getty Images trading at a healthy premium to Shutterstock, warrant litigation overhang and limited capital allocation flexibility, gives the analyst a cautious bias on the stock next year.
GETY Price Action: Getty Images stock is down 4.67% at $2.45 at publication Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/24/12/42536024/taiwan-eyes-amazons-kuiper-as-starlink-faces-hurdles" target="_blank" rel="noreferrer noopener">Amazon&#8217;s Project Kuiper In Talks With Taiwan For Satellite Partnership</a></li>
</ul>
Photo: Shutterstock

Downgrades

Movers

Media

GETY

SSTK

Getty Images' AI Uncertainty, FX Headwinds, Premium Valuation Spark Downgrade

MULN

Mullen Automotive shares are trading higher after the company announced 100 Class 1 and Class 3 EV shipments for sales totaling $5.5 million. Additionally, the company reduced its monthly burn rate since August 2024

XCHG Shares Resume Trade Then Again Halted On Circuit Breaker To The Downside, Stock Now Down -92.2%

Nukkleus shares are trading higher on continued momentum after the company recently announced it has acquired a 51% controlling stake in Star 26 Capital.

Macquarie analyst Steve Koenig maintains Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Neutral and maintains $370 price target.

Macquarie Maintains Neutral on Salesforce, Maintains $370 Price Target

Nukkleus Shares Halted On Circuit Breaker To The Upside, Stock Now Up 387.2%

SMTK

SmartKem shares are trading higher after the company announced it received a £900,000 grant from Innovate UK and commenced a $7.65 million offering of common stock and Class D warrants.

JPMorgan analyst Doug Anmuth has rolled out an optimistic<a href="https://www.benzinga.com/markets/24/12/42497093/stock-market-predictions-for-2025-a-mixed-bag-of-expectations"> internet 2025 outlook</a>, emphasizing mega-cap tech leaders as top picks. The big winners? Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google, and Spotify Technology SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>). 
Despite "heavy capex investments," Anmuth expects "increasing returns" as artificial intelligence shifts to practical applications, driving growth in advertising, cloud, and software tools.
<h2 class="wp-block-heading">Why 2025 Looks Promising</h2>
Anmuth highlights three transformative AI trends reshaping the tech landscape:
<ol>
<li>A 30% boost in engineering efficiency across major companies.</li>
<li>Billions in AI revenue for AWS and Google Cloud.</li>
<li>Accelerated ad and search growth for Meta and Google, driven by improved targeting and conversions.</li>
</ol>
These advancements, coupled with a pro-business political backdrop and stabilized macro trends, are set to support strong revenue growth across the Internet sector in 2025.
Read Also: <a href="https://www.benzinga.com/24/12/42556006/amazon-to-rally-around-21-here-are-10-top-analyst-forecasts-for-wednesday">Amazon To Rally Around 21%?</a>
<h2 class="wp-block-heading">Capex Surge: A Long-Term Play</h2>
Big tech is gearing up for significant infrastructure spending in 2025, exceeding market expectations. 
Anmuth projects capex of $97 billion for Amazon, $64 billion for Meta, and $62 billion for Alphabet. While these investments may weigh on margins, the long-term outlook remains bullish. 
Amazon and Alphabet are forecasted to expand margins and free cash flow, while Meta's outlook is steadier, despite double-digit revenue and EPS growth expectations.
<h2 class="wp-block-heading">Stock-Specific Highlights</h2>
<ul>
<li>Amazon (Target Price: $280) Amazon&#8217;s dominance in e-commerce and cloud markets positions it for multi-year margin and free cash flow expansion. With high-growth AWS and advertising streams, the company is poised to capitalize on untapped potential in IT and retail digitization.</li>
<li>Alphabet (Target Price: $232) Alphabet's ad business and AI-driven innovation keep it ahead of the pack. Search, YouTube ads, and cloud services present robust growth opportunities, while its "Other Bets" businesses like Waymo and Verily add optionality.</li>
<li>Meta Platforms (Target Price: $725) Meta's dual focus on AI and the metaverse underscores its commitment to long-term growth. Despite increased infrastructure spending, Meta's unmatched reach and targeting capabilities ensure sustained profitability and value for advertisers.</li>
<li>Spotify (Target Price: $555) Spotify continues to ride the audio streaming wave with solid user growth, cost discipline, and profit gains from podcasts and marketplace contributions.</li>
</ul>
As AI matures, these mega-cap tech leaders are well-positioned to reap the rewards of their massive investments. 
While elevated capex may challenge short-term margins, the broader narrative of innovation, efficiency, and market dominance paints a bullish picture for 2025. 
For investors, JPMorgan's favorites—Amazon, Meta, Alphabet, and Spotify—stand as compelling opportunities to capitalize on the next phase of tech evolution.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42548075/us-stock-markets-outsized-influence-resurges-as-it-dominates-two-thirds-of-msci-world-indexs-capitalization-mirroring-late-1980s-peak">US Stocks Led By Apple, Nvidia, And Other Tech Giants Dominate Nearly Two-Thirds Of MSCI World Index, Drawing Parallels To 1980s Peak</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Long Ideas

AMZN

GOOG

GOOGL

SPOT

Amazon, Meta, Alphabet, Spotify Lead JPMorgan's 2025 Tech Picks For AI Potential

Meta Platforms Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Instagram has the potential to generate 50% of the company&#8217;s advertising revenue in the U.S., Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-12-18/instagram-expected-to-generate-50-of-meta-s-us-ad-sales-in-2025?sref=TBDibEcD" rel="noreferrer noopener">cites</a> from Emarketer estimates.
Instagram could breach $32 billion in U.S. advertising revenue in 2025, up over 24% in 2024, as its short-form video product Reels gain traction, Bloomberg cites Emarketer. The video-sharing app boasts over 148 million American users.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/24/12/42554393/disneys-marvel-rivals-game-hits-20-million-players-proves-superhero-power-still-reigns" rel="noreferrer noopener">Disney&#8217;s Marvel Rivals Game Hits 20 Million Players, Proves Superhero Power Still Reigns</a>
By early 2022, Instagram accounted for nearly 30%&nbsp;of Meta&#8217;s global business from 27% in 2021, Bloomberg cited court filings.
Reels competes with ByteDance&#8217;s TikTok and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) YouTube Shorts.
Meta&#8217;s focus on video content has been instrumental to its growth, as users devoted nearly 67% of their Instagram time to surfing videos, Bloomberg cited Jasmine Enberg of Emarketer.
<a target="_blank" href="https://www.benzinga.com/24/12/42369266/meta-reddit-stocks-climb-record-highs-as-tiktoks-battle-against-us-ban-continues-after-court-ruling" rel="noreferrer noopener">The TikTok ban</a> could serve as a tailwind for Instagram, helping it win over 20% of reallocated TikTok ad dollars in the U.S, Reuters cites Enberg.
Meta previously told Instagram Reels accounted for over 50%&nbsp;of the time people spend on the app.
In 2024, 53.7% of Instagram&#8217;s ad revenue primarily came from its Feed features and 24.6% from Stories features. With Reels&#8217; revenue boost, the combined revenue share from Instagram Explore, Reels, and Threads could rise 9.6% in 2025.
In October, BofA Securities analyst Justin Post <a target="_blank" href="https://www.benzinga.com/news/24/10/41465662/metas-reels-monetization-and-ai-innovations-drive-top-ai-pick-analyst" rel="noreferrer noopener">projected Meta&#8217;s upside</a> from ramping up Messaging and Reel monetization powered by new artificial intelligence tools and CRM integration.
Meta Platforms stock surged 79% year-to-date. Investors can gain exposure to the stock through Vanguard Communication Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOX#NYSE">VOX</a>) and The Communication Services Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>).
<h2 class="wp-block-heading">Is Meta A Good Stock To Buy?</h2>
An investor or trader's decision to buy or sell a stock is unique to their time horizon and risk tolerance. Many typical investors evaluate earnings growth and valuation on a particular stock before making a decision. 
For example, for Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), you'll notice that earnings in its last quarter grew 14.86% <a href="https://www.benzinga.com/quote/META/earnings">source</a>. As an investor, you'll want to decide whether that's better or worse than what you'd like to see among stocks in your portfolio. 
On the valuation side, Meta Platforms's price to earnings ratio &#8211; a measure of how much an investor pays for the company's earnings &#8211; is compressed 15.56% in the current quarter when compared with last year. That places it below similar businesses Alphabet, Baidu, Pinterest in its sector. You'll need to decide whether that makes it more or less attractive based on how you think the company will perform over time.
There are many different valuation metrics that may help you make a decision. Find more on <a href="https://www.benzinga.com/quote/META">Meta Platforms's quote page</a>, or if you'd like a deeper dive in an advanced program, try <a href="https://pro.benzinga.com">Benzinga PRO</a> for free.
Price Action: META stock is up 1.15% at $626.545 at the last check on Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/12/42553094/jabil-q1-earnings-tops-expectations-cloud-and-data-center-growth-outlook" target="_blank" rel="noreferrer noopener">Jabil Q1 Earnings: Revenue And EPS Beat, Cloud and Data Center Growth, Raises Annual Outlook</a></li>
</ul>
Photo via Shutterstock

Instagram's Ad Revenue Could Hit $32 Billion by 2025, Driving Meta's Growth: Report

AZTA

Azenta shares are trading higher after Stephens & Co. upgraded the stock to Overweight from Equal-Weight and raised its price target from $50 to $60.

Eos Energy Enterprises, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>) stock is trading higher on Wednesday after the company announced it secured a 400 MWh <a href="https://www.benzinga.com//node/42552632">standalone storage order</a> with International Electric Power.
The Details: This order is part of a project to be deployed at Marine Corps Base Camp Pendleton in San Diego, California which aims to enhance grid resiliency for the U.S. Navy and Marine Corps.
The project, supported by funding from the California Energy Commission's Long Duration Energy Storage Program, will use Eos Z3 batteries and is scheduled for delivery beginning in 2025. The Eos Z3 Cubes are safe, non-flammable and don't require cooling systems, which helps minimize noise and reduce operational costs.
&#8220;IEP and CEC are at the forefront of North American long-duration energy storage, and their partnership has been invaluable as Eos transitions into a profitable operating company. They recognize the need for multiple storage technologies and the energy security that an American-made product provides,&#8221; added Joe Mastrangelo, Eos CEO.
&#8220;It&#8217;s an honor to have been selected for such an important installation at Camp Pendleton.&#8221;
Related Link: <a href="https://www.benzinga.com/insights/options/24/12/42557838/palantir-technologies-unusual-options-activity">Palantir Technologies Unusual Options Activity</a>
EOSE Price Action: At the time of writing Eos Energy stock is trading 14.7% higher at $4.48, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: Shutterstock

EOSE

What's Going On With Eos Energy Stock Wednesday?

Theratechnologies Inc. ("Theratechnologies" or the "Company") (TSX:<a class="ticker" href="https://www.benzinga.com/stock/TH#TSX">TH</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THTX#NASDAQ">THTX</a>), a biopharmaceutical company focused on the development and commercialization of innovative therapies, today announced that the Company has submitted a Prior Approval Supplement (PAS) to the U.S. Food and Drug Administration (FDA) describing the changes made to the manufacturing environment of the facility where EGRIFTA SV&#xAE; is produced. A PAS is reviewed by the FDA within four months of receipt and an approval is needed prior to the distribution of the <a href="https://www.globenewswire.com/Tracker?data=8zHQ9qiyFO30h9BOfieWluYkNSdMsyvq24uHfuCufIVJuAcz2MC2Wi8JwO3uxPJK5Zg4Hnxe9yRK0YL8b-VwzIBT6sI1dIqefPxyrQH9SQcGs96Be7BtzwxdO12cw4ciN0DBUaDXb2Ey9HpTsYJ1aBwYpdHX5l1dgbBweAE30nUjyjJdJMuySCqOg_9-Q9R4FdrlVrl3X8KTmjgYmunrjBVx1NwAWJWd66efKQ6DFRo=">recently manufactured</a> batches of&nbsp;EGRIFTA SV&#xAE;.
Existing inventory levels of&nbsp;EGRIFTA SV&#xAE; are expected to meet patient demand until mid-January 2025. Theratechnologies therefore continues discussions with the relevant FDA divisions in an effort to accelerate the release of EGRIFTA SV&#xAE; and avoid a product shortage at the patient level.
The Company will update the market on any further material developments.
EGRIFTA SV&#xAE; is distributed in the United States only.

Biotech

THTX

TSX:TH

Theratechnologies Has Submitted A Prior Approval Supplement To The U.S. FDA Describing The Changes Made To The Manufacturing Environment Of The Facility Where EGRIFTA SV Is Produced

QBTS

D-Wave Quantum shares are trading higher amid continued volatility in quantum stocks.

CERo Therapeutics files to sell 713.6M shares of common stock for holders

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AREN

FOXO

LPAA

SPPL

Press Releases

CERo Therapeutics, Inc. Successfully Completes IND-Enabling Toxicology Studies for Lead Compound CER-1236

Manitoba Woman Beats Stage 4 Cancer with Breakthrough CAR T-Cell Therapy

Health Care

CERo Therapeutics, Inc. Completes IND-Enabling Activities Following Successful Manufacturing Runs for Lead Compound CER-1236

CERo Therapeutics, Inc. Presents CER-1236 Data Supporting Use in AML at Global Cell & Gene Therapy Summit 2024

CERo Therapeutics, Inc. Announces Financing and Provides Update on Investigational New Drug Application for CER-1236

CERo Therapeutics, Inc. Names Al Kucharchuk Chief Financial Officer and Kristen Pierce Chief Development Officer

CERo Therapeutics, Inc. Provides Corporate Update

CERo Therapeutics, Inc. Presents Preclinical Data Demonstrating CER-1236 Killing Ovarian Cancer Cell Lines Without Toxicity

CERo Therapeutics, Inc. Receives FDA Clearance of Investigational New Drug Application to Initiate Phase 1 Clinical Trial of Its Lead Compound CER-1236 in Acute Myelogenous Leukemia

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