Últimas noticias sobre Sibanye Stillwater (NYSE:SBSW) Bolsa

SIBANYE-STILLWATER LTD-ADR

Sibanye Stillwater

Sibanye Stillwater Ltd is a South African mining and metals processing group with a diverse portfolio of operations, projects, and investments across five continents. The Group is also one of the foremost recyclers of PGM autocatalysts and has interests in mine tailings retreatment operations. It is a producer of platinum, palladium, and rhodium and is a top-tier gold producer. It also produces and refines iridium and ruthenium, nickel, chrome, copper, and cobalt. Its products are Gold, Nickel, Zinc, Chrome, PGMs, and other.

Sibanye Stillwater Ltd

Thor Industries, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THO#NYSE">THO</a>) shares are trading higher on Wednesday after the company reported third-quarter EPS of $2.53 <a href="https://www.benzinga.com/earnings">beating the street consensus of $1.83</a>.
Quarterly sales of&nbsp;$2.89 billion, up 3.3%&nbsp;year over year (Y/Y), outpaced the analyst <a href="https://www.benzinga.com/pressreleases/25/06/g45766242/thor-industries-announces-third-quarter-fiscal-2025-results" target="_blank" rel="noreferrer noopener">consensus estimate of&nbsp;$2.48 billion</a>.
Gross profit margin in the quarter under review expanded by 20 basis points year over year to&nbsp;15.3%.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/06/45768682/dollar-tree-q1-same-store-sales-jump-5-4-warns-of-near-term-profit-drop-on-tariff-pressure-transition-costs" rel="noreferrer noopener">Dollar Tree Q1 Same-Store Sales Jump 5.4%, Warns Of Near-Term Profit Drop On Tariff Pressure, Transition Costs</a>
Adjusted EBITDA increased 7.9%&nbsp;Y/Y to&nbsp;$254.8 million in the quarter.
North American Towable Recreational Vehicle (RV) net sales increased&nbsp;9.1% Y/Y, while North American Motorized RV net sales rose 3.1%&nbsp;Y/Y in the quarter.
North American Towable RV net sales benefitted from 5.5% higher unit shipments and a 3.6% increase in net price per unit. 
Gross profit margin improved 200 basis points to 14.9%, attributed to higher sales, less discounting, better warranty costs, and ongoing savings.
North American Motorized RV net sales increased due to a 10.9% rise in unit shipments (partly from promotions), though a 7.8% decrease in net price per unit (due to product mix shift and higher discounting) partially offset this. 
Gross profit margin fell to 10.5% from 11.1%, primarily owing to increased sales discounting.
As of April 30, the order backlog for North American Towable RV stood at $634.3 million (-14.4%) and North American Motorized RV came in at $883.7 million (-4.5%).
European RV net sales decreased&nbsp;5.1% Y/Y&nbsp;for the&nbsp;quarter, led by a&nbsp;12.2%&nbsp;decrease in unit shipments, which was offset in part by a&nbsp;7.1% Y/Y&nbsp;increase in the overall net price per unit.&nbsp;
European RV net sales fell due to a 12.2% drop in unit shipments, partially offset by a 7.1% increase in net price per unit. The price increase included a 6.8% rise from product mix and pricing changes, plus a 0.3% benefit from foreign currency exchange rates.
European RV gross profit margin contracted 130 basis points to 16.2% on increased sales discounting.
As of&nbsp;April 30, the order backlog for European RV came in at $1.34 billion (-30.6%).
The company exited the quarter with cash and cash equivalents worth&nbsp;$508.3 million, with net inventories worth&nbsp;$1.35 billion. Long-term debt (net) at the end of the quarter stood at $1.01 billion.
Todd Woelfer, senior VP and COO, said, &#8221;As we anticipated and messaged at the beginning of our fiscal year, our North American Motorized and European segments have both seen year-over-year declines in gross margin but still achieved resilient results considering the challenging environments facing those segments.&#8221; 
&#8221;While our consolidated margin this quarter was unfavorably impacted by actions we took to deepen our partnerships with key dealers, strategically, deepening these key relationships is vital to our long-term market position and these decisions favorably position THOR for the future as we look ahead,&#8221;
Thor Industries reaffirmed its FY25 EPS guidance of $3.30 to $4.00 compared <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">to analyst estimates of $3.59</a>.
The company also maintained its FY25 sales guidance at $9.00 billion to $9.50 billion versus the <a target="_blank" href="https://www.benzinga.com//node/44139488" rel="noreferrer noopener">analyst estimate of $9.25 billion</a>.
Bob Martin, president and CEO, added, &#8221;Our financial guidance assumed a stronger second half of our fiscal year, and our fiscal third quarter performance reflects the value of our strategies in the currently difficult market.&#8221;
&#8221;We expect the fourth quarter of our fiscal 2025 and the first quarter of our fiscal 2026 to be challenging. The current economic uncertainty has led to downward pressure on consumer confidence and has negatively impacted retail pull-through. We believe that upon the resolution of this uncertainty, we will see improved consumer confidence and the return of a strong retail environment,&#8221; he added.
Year-to-date, the stock has declined around 11%. The short float for Thor Industries is 18.33%, according to data from <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Price Action: THO shares are trading higher by 3.44% to $85.25 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/06/45765484/dow-futures-edge-higher-after-two-days-of-gains-expert-says-trump-tariffs-distorting-pretty-much-everything" target="_blank" rel="noreferrer noopener">Dow Futures Edge Higher After Two Days Of Gains: Expert Says Trump Tariffs &#8216;Distorting Pretty Much Everything&#8217;</a></li>
</ul>
Image by Michael Gordon via Shutterstock

Earnings

News

Guidance

Movers

Recreational Vehicle Maker Thor's European Sales Hit By Dip, Cautions On Macro Outlook

Analyst Ratings

Trading Ideas

MSFT

Live On CNBC, Jim Lebenthal Announced Trimmed Microsoft

NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang highlighted the company's role in helping boost the new features of <a href="https://www.benzinga.com/general/gaming/25/04/44609298/nintendo-switch-2-price-release-date-specs-new-games-revealed">the highly anticipated</a><a href="https://www.benzinga.com/general/gaming/25/04/44609298/nintendo-switch-2-price-release-date-specs-new-games-revealed"> </a>Nintendo Switch 2 gaming console from Nintendo Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>) in a recent video.
What Happened: Nintendo stock has soared in 2025 ahead of the June 5 release of the Switch 2, a handheld video game console that follows up the highly successful Nintendo Switch released in 2017.
"It brings together three breakthroughs: the most advanced graphics ever in a mobile device, full hardware ray tracing, high dynamic range for brighter highlights and deeper shadows and an architecture that supports backward compatibility," Huang said in a video <a href="https://x.com/NintendoAmerica/status/1929886108113932624">shared </a>by Nintendo.
Huang said the Nvidia chip inside the Switch 2 is "unlike anything we've built before," as <a href="https://www.cnbc.com/amp/2025/06/03/nintendo-switch-2-ai-nvidia.html">reported</a> by CNBC.
The Nvidia CEO said the Switch 2 has dedicated artificial intelligence processors that will help to "sharpen, animate and enhance gameplay in real time."
"Switch 2 is more than a new console. It's a new chapter worthy of Iwata-san's vision."
Huang's comments paid tribute to former Nintendo CEO Satoru Iwata, who passed away in 2015 before the first Switch was released. Iwata worked on the concept of the original Switch.
Read Also:<a href="https://www.benzinga.com/news/education/25/05/45701924/jensen-huang-founded-nvidia-at-a-dennys-now-hes-worth-600x-more-than-the-restaurant-chain"> Jensen Huang Founded Nvidia At A Denny&#8217;s, Now He&#8217;s Worth 600x More Than The Restaurant Chain</a>
Why It's Important: The Nintendo Switch 2 will be released on June 5 and comes with a suggested retail price of $449.99 for the U.S. market.
The console is the first from Nintendo in eight years and comes with new features that have gamers excited to get their hands on devices as soon as possible.
Nintendo expects to sell 15 million Switch 2 consoles in the current fiscal year, as <a href="https://www.cnbc.com/video/2025/05/08/nintendo-expects-to-sell-15-million-units-of-the-switch-2.html">reported </a>by CNBC. The console will likely help boost Nintendo's financials and could send shares higher with strong early sales figures and high demand.
Nvidia stock could also get a small boost. While the Gaming &amp; AI PC division for Nvidia is smaller than its Data Center business, the segment saw first-quarter revenue of $3.8 billion, which was up 42% year-over-year.
The gaming segment saw revenue jump 48% quarter-over-quarter in the first quarter, the highest sequential growth of any Nvidia segment.
Nvidia highlighted its products being used for the Nintendo Switch 2 during the earnings report. The big question will be how much of the revenue is already baked into the segment versus potential upside from more devices sold in future quarters or demand quickly outpacing supply.
Price Action: Nvidia stock is down 0.24% at $140.89 on Wednesday versus a 52-week trading range of $86.63 to $153.13. Nvidia stock is up 2.1% year-to-date in 2025.
Nintendo stock is up 2.40% at $20.93 on Wednesday versus a 52-week trading range of $11.36 to $22.08. Nintendo stock is up 42.9% year-to-date in 2025.
Read Next: 
<ul class="wp-block-list">
<li><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">Nvidia Q1 Highlights: China Export Ban Hits Results But Jensen Huang Says Demand &#8216;Incredibly Strong&#8217;</a></li>
</ul>
Photo: Shutterstock

Gaming

Long Ideas

Management

Tech

NTDOY

NVDA

Jensen Huang Says Nintendo Switch 2 Has AI Processors To Enhance Gameplay: 'Unlike Anything We've Built Before'

JPMorgan analyst Mark R Murphy <a href="https://www.benzinga.com/quote/SNOW/analyst-ratings" target="_blank" rel="noreferrer noopener">reiterated an Overweight</a> rating on Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) with a price target of $225 on Wednesday.
Murphy attended Snowflake&#8217;s Investor Day presentation in San Francisco, in conjunction with its annual Summit conference. Snowflake&#8217;s Investor Day presentation primarily focuses on its product and technology roadmap as it lays out an expansive strategic vision for the data cloud in the era of AI, the analyst said.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45623498/snowflakes-ai-driven-insights-to-power-la28-olympic-and-paralympic-games" rel="noreferrer noopener">Snowflake&#8217;s AI-Driven Insights To Power LA28 Olympic And Paralympic Games</a>
A financial section was absent from the Investor Day presentation, an understandable dynamic as Snowflake continues its process to select a new CFO after current CFO Mike Scarpelli&#8216;s planned retirement, he said.
Despite the lack of explicit financial guidance or macro-demand update, Murphy noted Snowflake is striking a confident tone overall as it begins to realize benefits from the product, go-to-market (GTM), and other operational initiatives it has undertaken or accelerated since Sridhar Ramaswamy was elevated to CEO in February 2024.
Net-net, the analyst came away incrementally positive following the Investor Day and the relatively upbeat nature of his conversations thus far with partners and customers regarding Snowflake.
Recently-appointed CRO Mike Gannon provided an overview of Snowflake&#8217;s Go-To-Market organization and stated that Snowflake hired over 500 sales and marketing folks in the first quarter. While the 500 additional S&amp;M heads is a gross figure, Murphy noted the hiring scale is notable, particularly as hiring activity across many other software companies has been relatively more muted, and likely reflects the opportunity Snowflake is seeing in the market.
Snowflake discussed ongoing industry adoption of the Iceberg data formats, noting that open data table formats like Iceberg make it easier for customers to switch between different data processing engines. As a result, the analyst noted that Snowflake said that customers will move toward the data platforms that offer the most value.
For Snowflake, Iceberg is experiencing a dynamic wherein the tailwinds and opportunity it provides &#8220;far exceed and outpace the potential headwinds,&#8221; he said.
When asked about its view on more and more SaaS companies moving into the data layer, Murphy said that Snowflake suggested that this move is driven by AI as the rise of Agents is potentially impacting the traditional SaaS model.
However, Snowflake noted that it has a bidirectional data-sharing dynamic with many leading SaaS companies and that the relationships are mutually beneficial.
Snowflake built on its vision of the AI Data Cloud through a series of product unveilings. These announcements included Openflow, Gen2, Adaptive Compute, Intelligence, Snowflake Data Science Agent, and Cortex AISQL.
Murphy is encouraged by Snowflake&#8217;s slate of new products and the recent increased pace of innovation.
In the long term, the analyst noted that Snowflake is benefiting from demonstrable secular tailwinds, supported both qualitatively and quantitatively by his CIO Survey and partner checks. He continues to be impressed by the company&#8217;s accelerated pace of product innovation, including around AI/ML. 
Murphy noted favorable competitive positioning in the longer term as the data layer increasingly gains control over AI.
The analyst projected second-quarter revenue of $1.08 billion and adjusted EPS of $0.25.
Price Action: SNOW stock is trading higher by 1% to $211.24 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/large-cap/25/06/45755544/rising-ai-analytics-budgets-could-lift-microsoft-snowflake-datadog" target="_blank" rel="noreferrer noopener">Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog</a></li>
</ul>
Photo: Shutterstock

Price Target

Reiteration

SNOW

Snowflake Just Hired 500 Sellers—Is This The Start Of A Full-Scale AI Land Grab?

CSCO

QCOM

Live On CNBC, Jim Lebenthal Announced Bought More Cisco; Bought More Qualcomm

Amphenol (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) has outperformed the market over the past 5 years by 16.18% on an annualized basis producing an average annual return of 29.4%. Currently, Amphenol has a market capitalization of $111.72 billion. 
Buying $100 In APH: If an investor had bought $100 of APH stock 5 years ago, it would be worth $354.53 today based on a price of $92.25 for APH at the time of writing.
<h3>Amphenol's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749053712_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Amphenol 5 Years Ago Would Be Worth This Much Today

General

On June 3, 2025 Enterprise Products Partners Received Notice From The U.S. Department Of Commerce's Bureau Of Industry And Security Of BIS's Intent To Deny Emergency Authorization Requests With Regard To Three Proposed Cargoes Of Ethane To China, Totaling Approximately 2.2M Barrels

The Magnificent Seven did not disappoint in May, posting a <a href="https://www.benzinga.com/etfs/new-etfs/25/06/45722678/magnificent-seven-closed-a-blockbuster-may-added-nearly-2-trillion-in-market-value">record-breaking $1.75 trillion in collective market cap gain</a>, their strongest combined performance in years. 
The center of the mania: the Roundhill Magnificent Seven ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#BATS">MAGS</a>), which saw its best monthly performance since inception, powered by an AI-driven, earnings-supported technology surge.
But with valuations sky-high and Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in reverse gear, is this still a time to buy, or has the market become too magnificent for its own good?
Benzinga spoke to David Mazza, <a href="https://www.benzinga.com/topic/david-mazza">CEO of Roundhill Investments</a>, to discuss the factors behind MAGS&#8217; &#8220;best month since inception&#8221; and whether the <a href="https://www.benzinga.com/etfs">ETF&#8217;s star status</a> still shines through in changing macro winds.
See Also: <a href="https://www.benzinga.com/analyst-stock-ratings/downgrades/25/06/45774924/apple-stock-too-pricey-analyst-warns-of-rising-competition-tariff-risks-favors-2-tech-giants">Apple Stock Too Pricey? Analyst Warns Of Rising Competition, Tariff Risks, Favors 2 Tech Giants</a>
<h2 class="wp-block-heading">Broad-Based Gains, Not Just A One-Stock Show</h2>
&#8220;What stood out was the breadth of the rally,&#8221; Mazza said in an interview with Benzinga. &#8220;Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) led with a 24% gain, but Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) also posted double-digit gains, signaling a broad-based resurgence in the mega caps.&#8221;
The tailwind, Mazza said, was fueled by easing trade tensions and healthy earnings, especially in AI and cloud. &#8220;While we anticipated strength from these companies, the magnitude and breadth of the rally exceeded expectations.&#8221;
Nvidia contributed alone with $639 billion worth of market cap, while Tesla and Meta were not far behind. Microsoft added $484 billion, Amazon increased by $219 billion, and Alphabet added $152 billion.
Also Read:<a href="https://www.benzinga.com/etfs/new-etfs/25/06/45774136/wedbush-launches-ai-revolution-etf-backed-by-dan-ives-proprietary-tech-picks"> Wedbush Launches AI Revolution ETF Backed By Dan Ives&#8217; Proprietary Tech Picks</a>
<h2 class="wp-block-heading">Apple Lags Behind, But MAGS Remains Firm</h2>
The sole laggard among the gang was Apple, which dropped 6%, erasing $192 billion in market capitalization and significantly underperforming the S&amp;P 500. Nevertheless, MAGS&#8217; equal-weighting approach prevented the decline from derailing the ETF&#8217;s performance.
&#8220;Apple&#8217;s underperformance, influenced by trade tensions and delayed AI initiatives, presents a potential buying opportunity,&#8221; Mazza said, highlighting the stock&#8217;s solid ecosystem and diversified manufacturing strategy.
<h2 class="wp-block-heading">Why The Magnificent Seven Still Matter</h2>
More than mere tech giants, Mazza views the Magnificent Seven as critical plumbing to the economy of today. These firms drive everything from cloud computing to e-commerce, he said. &#8220;MAGS focuses exclusively on these companies, providing targeted exposure to the core drivers of modern economic growth.&#8221;
As opposed to the broad tech ETFs that encompass legacy or cyclical names, MAGS is laser-like. And while volatility clouds traditional sectors, some analysts, including Goldman Sachs, have referred to these mega-caps as a &#8220;defensive growth proxy.&#8221;
Mazza does too.
&#8220;These companies combine strong growth prospects with resilient business models, making them attractive during uncertain times. Goldman Sachs&#8217; characterization of them as a &#8216;defensive growth proxy&#8217; aligns with our view,&#8221; he agreed.
<h2 class="wp-block-heading">The Question Of Valuation: Bubble Or Justified?</h2>
With the Magnificent Seven's forward P/E ratio now pushing 27.4x, the ghost of the dot-com bubble inevitably enters the chat. But Mazza sees a key difference.
"While the group&#8217;s median forward P/E ratio has risen to around 27x, it&#8217;s important to note that these valuations are supported by substantial earnings growth and strong fundamentals," he said. "Unlike the dot-com era, these companies are profitable and generate significant cash flow," Mazza noted. Nvidia, for example, posted a 69% YoY revenue jump last quarter.
<h2 class="wp-block-heading">Earnings Outlook And The AI Edge</h2>
Mazza is also optimistic about earnings, citing the group&#8217;s leading position in AI, cloud, and digital services. &#8220;Given their central roles in AI, cloud computing, and digital services, we anticipate continued earnings momentum as demand for these technologies persists and expands across various sectors.&#8221;
While MAGS provides exposure to high-cap AI adopters, Roundhill also has the CHAT ETF available for investors wanting more focused plays on Generative AI.
&#8220;We view AI as a transformative force with long-term implications. The companies within MAGS are not only early adopters, but also key enablers of AI technologies,&#8221; Mazza clarified. 
<h2 class="wp-block-heading">What&#8217;s Next For MAGS?</h2>
Even with the monster rally, Mazza dampens expectations for the remainder of 2025.
&#8220;We don't expect a repeat of the massive gains we saw in the past year, but that doesn't mean the story is over,&#8221; he conceded. &#8220;If earnings growth remains solid and rate expectations stay in check, MAGS could still deliver compelling returns, just more measured than the blockbuster runs we&#8217;ve recently witnessed.&#8221;
With the market still characterized by uncertainty, Mazza feels that Magnificent Seven&#8217;s growth, quality, and macro sensitivity are an elusive combination.
These companies are essential to enterprise and consumer activity,&#8221; he said. &#8220;And MAGS is built to give investors direct exposure to that durability.&#8221;
<h2 class="wp-block-heading">Bottom Line</h2>
May might have been magnificent, but the future of MAGS will be more measured, not muted. For those who want a high-conviction wager on AI, cloud, and the core players in the digital economy, Mazza makes the case the ETF is a singularly focused yet compelling entry point.
After all, in a world short on clarity, the Magnificent Seven might just be the market&#8217;s most down-to-earth stars.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/06/45771855/vistashares-unleashes-wild-a-2x-leveraged-etf-powered-by-animal-spirits-and-market-momentum">VistaShares Unleashes WILD, A 2x Leveraged ETF Powered By Animal Spirits And Market Momentum</a></li>
</ul>
Image: Shutterstock

Specialty ETFs

Exclusives

ETFs

AAPL

AMZN

GOOGL

MAGS

TSLA

David Mazza On MAGS' Magnificent May: 'The Breadth Of The Rally Stood Out'

Loop Capital analyst Mark Schappel maintains Snowflake (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) with a Buy and raises the price target from $220 to $245.

Loop Capital Maintains Buy on Snowflake, Raises Price Target to $245

UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) re-elected all current directors on Wednesday. The board authorized the payment of a cash dividend of $2.21 per share, up from the <a href="https://www.unitedhealthgroup.com/investors/stock.html" target="_blank" rel="noopener">prior</a> dividend of $2.10, to be paid June 24 to common stock shareholders of record as of the close of <a href="https://www.benzinga.com/pressreleases/25/06/b45766386/unitedhealth-group-updates-on-annual-shareholder-meeting-board-actions" target="_blank" rel="noreferrer noopener">business June 16</a>.
In May, UnitedHealth Group&#8217;s CEO&nbsp;, Andrew Witty,&nbsp;resigned for personal reasons. Stephen Hemsley, who previously held the CEO title from 2006 to 2017,&nbsp;<a target="_blank" href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance" rel="noreferrer noopener">succeeded him</a>. The company also suspended its 2025 outlook.
In an SEC filing on Wednesday, UnitedHealth <a href="https://www.sec.gov/ix?doc=/Archives/edgar/data/731766/000073176625000154/unh-20250602.htm" target="_blank" rel="noreferrer noopener">said</a> it canceled the performance-based restricted stock units granted to Witty,
Year to date, UnitedHealth Group&#8217;s stock has plunged almost 40%, with the majority coming after the disappointing fourth-<a href="https://www.benzinga.com/general/health-care/25/01/43025159/unitedhealth-q4-earnings-revenue-falls-short-medical-ratio-rises-to-85-5-stock-falls" target="_blank" rel="noreferrer noopener">quarter 2024 earnings</a>.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45687019/unh-stock-broken-contrarian-traders-eyeball-recovery" target="_blank" rel="noreferrer noopener">Options Corner: UnitedHealth May Be Broken But Contrarian Traders Eyeball A Recovery</a>
UnitedHealth&#8217;s aggressive growth strategy under Witty exposed the healthcare giant to mounting regulatory scrutiny, soaring costs, and a <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">shifting Medicare landscape</a>.
UnitedHealth plans to enlist independent experts to examine its Medicare billing practices, which were criticized following a Wall Street Journal <a href="https://www.benzinga.com/general/health-care/25/05/45443695/why-is-unitedhealth-stock-trading-lower-on-thursday" target="_blank" rel="noreferrer noopener">investigation last year</a>.
Hemsley is stepping forward to acknowledge the fallout and chart a new course, promising a comprehensive review of some of the company's most controversial practices.
The Wall Street Journal noted in its report on the company's annual shareholder meeting on Monday that Hemsley apologized for UnitedHealth's recent performance and cited a need to rethink many internal processes.
He said the company has factored recent results into its 2025 Medicare bids and emphasized a "fresh perspective" on issues that have drawn widespread criticism.
Under Witty, UnitedHealth scaled up its dominance in Medicare Advantage, the privately managed alternative to traditional Medicare.
Former employees said UnitedHealth's profit margins on Medicare enrollees were roughly double those of traditional Medicare insurers.
That advantage stemmed partly from federal rules that limit the premium revenue pure insurers can keep. Additionally, the government pays more for patients with certain chronic diagnoses—a system UnitedHealth capitalized on by gathering such data at high rates.
However, changes announced by the Medicare agency in 2023 altered the rules, reducing or eliminating extra payments for many diagnoses. The changes, phased in starting this year, were expected to have a major financial impact.
An internal analysis <a target="_blank" href="https://www.wsj.com/health/healthcare/unitedhealth-ceo-andrew-witty-medicare-dde1964c" rel="noreferrer noopener">viewed</a> by the WSJ indicated the new rules would significantly reduce the number of reimbursable chronic diagnoses for nearly 900,000 patients.
Despite this, UnitedHealth continued betting on Medicare growth for 2025, even in high-risk patient segments, while rivals pulled back following profit hits in 2024 tied to rising costs.
Hemsley said the company would also examine its pharmacy services and managed care policies, including prior authorization—a process that has faced growing criticism from physicians and patients.
Price Action: UNH stock was flat at $301.29 at the last check on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/06/45768682/dollar-tree-q1-same-store-sales-jump-5-4-warns-of-near-term-profit-drop-on-tariff-pressure-transition-costs" target="_blank" rel="noreferrer noopener">Dollar Tree Q1 Same-Store Sales Jump 5.4%, Warns Of Near-Term Profit Drop On Tariff Pressure, Transition Costs</a></li>
</ul>
Photo: Piotr Swat / Shutterstock.com

Large Cap

Dividends

Health Care

UnitedHealth Board Reelects Directors, Hikes Dividend As CEO Pledges Review Of Medicare Practices

Truist Securities analyst Scot Ciccarelli maintains Dollar General (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) with a Hold and raises the price target from $93 to $112.

Truist Securities Maintains Hold on Dollar General, Raises Price Target to $112

Truist Securities analyst Joel Fishbein reiterates CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) with a Buy and raises the price target from $450 to $500.

CRWD

Truist Securities Reiterates Buy on CrowdStrike Holdings, Raises Price Target to $500

Redwire Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDW#NYSE">RDW</a>), on Wednesday, announced its lunar and Martian construction tool, Mason, has passed a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45767288/redwire-receives-nasa-approval-to-advance-cutting-edge-manufacturing-technology-for-building-infra" rel="noreferrer noopener">key NASA milestone</a>, completing its Critical Design Review (CDR). The toolset, developed under a $12.9 million NASA Tipping Point award, supports future off-world infrastructure needs.
Mason is designed to turn loose lunar or Martian soil, known as regolith, into solid surfaces like landing pads and roads. It includes three components: a grading blade (BASE), a compaction tool (PACT), and a microwave sintering device (M3LT). Together, they reduce hazards tied to dust and unstable terrain during rocket launches and human activity.
The technology aims to cut costs and improve safety for future space missions. Regolith can damage equipment, reduce mobility, and become airborne during launches, potentially endangering astronauts and satellites.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45624626/record-memorial-day-weekend-air-travel-expected-will-airline-stocks-get-a-lift" rel="noreferrer noopener">Space Stocks Weekly Countdown: RocketLab, Blacksky, Redwire &amp; More</a>
Redwire now plans to build and test the Mason prototype. The company is also seeking a flight opportunity for a demonstration mission.
"Mason technology is critical to enabling sustainable operations on the Moon and Mars surface," said Tom Campbell, Redwire's President of Space Missions.
Redwire is working with several partners, including NASA's Kennedy Space Center Swamp Works, Lambda Technologies, the Colorado School of Mines, and the University of Central Florida.
Recently, Redwire <a target="_blank" href="https://www.benzinga.com/news/small-cap/25/05/45624208/why-is-space-technology-company-redwires-stock-is-surging-today" rel="noreferrer noopener">delivered</a> the onboard computer for ESA's Comet Interceptor mission, marking a key milestone with its ADPMS-3 system after completing rigorous acceptance testing. This system enables critical data processing and spacecraft control functions.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Related ETFs: ARK Space Exploration &amp; Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#NYSE">ARKX</a>), SPDR S&amp;P Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>).
Price Action: RDW shares are trading higher by 11.5% to $16.54 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/m-a/25/06/45769775/chart-industries-and-flowserve-announce-19-billion-merger-eyes-300-million-in-synergies" target="_blank" rel="noreferrer noopener">Chart Industries And Flowserve Announce $19 Billion Merger, Eyes $300 Million In Synergies</a></li>
</ul>
Photo by Mer_Studio via Shutterstock

ARKX

Redwire Stock Skyrockets After NASA Clears Lunar Tool Mason For Next Phase

Truist Securities analyst Michael Ciarmoli initiates coverage on TAT Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TATT#NASDAQ">TATT</a>) with a Buy rating and announces Price Target of $35.

Initiation

TATT

Truist Securities Initiates Coverage On TAT Technologies with Buy Rating, Announces Price Target of $35

Duluth Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTH#NASDAQ">DLTH</a>) is gearing up to announce its quarterly earnings on Thursday, 2025-06-05. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Duluth Holdings will report an earnings per share (EPS) of $-0.42.
The announcement from Duluth Holdings is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Earnings History Snapshot</h3>
During the last quarter, the company reported an EPS missed by $0.15, leading to a 9.7% drop in the share price on the subsequent day.
Here's a look at Duluth Holdings's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.11</td>
<td>-0.32</td>
<td>-0.15</td>
<td>-0.15</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>-0.04</td>
<td>-0.41</td>
<td>-0.02</td>
<td>-0.24</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-10.0%</td>
<td>-0.0%</td>
<td>6.0%</td>
<td>-0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1749052896_0.png" alt="eps graph" />
<h3>Duluth Holdings Share Price Analysis</h3>
Shares of Duluth Holdings were trading at $2.07 as of June 03. Over the last 52-week period, shares are down 42.9%. Given that these returns are generally negative, long-term shareholders are likely upset going into this earnings release. 
<h3>Analyst Observations about Duluth Holdings</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Duluth Holdings.
The consensus rating for Duluth Holdings is Neutral, derived from 1 analyst ratings. An average one-year price target of $2.75 implies a potential 32.85% upside.
<h3>Peer Ratings Comparison</h3>
In this analysis, we delve into the analyst ratings and average 1-year price targets of Destination XL Group, Tilly's and a.k.a. Brands Holding, three key industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Destination XL Group, with an average 1-year price target of $2.5, suggesting a potential 20.77% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Tilly's, with an average 1-year price target of $2.5, suggesting a potential 20.77% upside.</li>
<li>Analysts currently favor an Buy trajectory for a.k.a. Brands Holding, with an average 1-year price target of $22.43, suggesting a potential 983.57% upside.</li>
</ul>
<h3>Peers Comparative Analysis Summary</h3>
The peer analysis summary offers a detailed examination of key metrics for Destination XL Group, Tilly's and a.k.a. Brands Holding, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Duluth Holdings</td>
<td>Neutral</td>
<td>-1.77%</td>
<td>$106.48M</td>
<td>-1.90%</td>
</tr>
<tr>
<td>Destination XL Group</td>
<td>Buy</td>
<td>-8.62%</td>
<td>$47.58M</td>
<td>-1.38%</td>
</tr>
<tr>
<td>Tilly's</td>
<td>Neutral</td>
<td>-14.87%</td>
<td>$38.27M</td>
<td>-12.70%</td>
</tr>
<tr>
<td>a.k.a. Brands Holding</td>
<td>Buy</td>
<td>10.11%</td>
<td>$73.66M</td>
<td>-7.29%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Duluth Holdings ranks at the bottom for Revenue Growth and Gross Profit, while it is in the middle for Return on Equity.
<h3>Delving into Duluth Holdings's Background</h3>
Duluth Holdings Inc is an apparel brand in the United States. The company offers shirts, pants, and casual wear for men and women under brands like Alaskan Hardgear, Armachillo, Ballroom, Cab Commander, Crouch Gusset, Dry on the Fly, Duluth Trading Co, Duluthflex, Fire Hose, Longtail T, No Polo Shirt, No Yank, Wild Boar, and others. The Company's revenue consists of the sale of apparel, footwear, and hard goods. The company operates in a single operating segment.
<h3>Duluth Holdings: A Financial Overview</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Duluth Holdings's revenue growth over a period of 3 months has faced challenges. As of 31 January, 2025, the company experienced a revenue decline of approximately -1.77%. This indicates a decrease in the company's top-line earnings. When compared to others in the Consumer Discretionary sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Duluth Holdings's net margin excels beyond industry benchmarks, reaching -1.46%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Duluth Holdings's ROE excels beyond industry benchmarks, reaching -1.9%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Duluth Holdings's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of -0.71%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Duluth Holdings's debt-to-equity ratio is below the industry average at 0.89, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/DLTH/earnings">To track all earnings releases for Duluth Holdings visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DLTH

Insights into Duluth Holdings's Upcoming Earnings

Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) will cut its spending by over 25% to meet the Q4 break-even target as the company gears up to expand into Europe.
What Happened: "We have majorly merged the R&amp;D resources of the NIO brand, Amo brand, and the Fly brand to further improve the overall efficiency of our R&amp;D activities," company CEO William Li said at Nio's earnings call with Investors on Tuesday.
He then went on to say that the company's efforts to improve efficiency by consolidating teams, as well as roles, will result in "much tighter control over spending."
"In Q4, as we also have the breakeven target, we aim to control our R&amp;D expenses to be within 2 to 2.5 billion Yuan (about $278 &#8211; $347 million) per quarter. That represents a 20 to 25% year-over-year decrease from last year." Li said.
The CEO also touched upon Nio's global plans. "In international expansion, NIO has partnered with more than 10 local partners in over 15 core markets worldwide," before adding that the company will introduce the Firefly EV by Q3 in "various markets" throughout the globe.
Why It Matters: Nio reported a 40.1% YoY increase in deliveries at <a href="https://www.benzinga.com/markets/large-cap/25/06/45745834/nio-stock-drops-after-q1-results-and-outlook-disappoints-the-street-margins-shrink">the earnings call</a>, delivering 23,900 vehicles in April 2025 and 23,231 vehicles in May 2025. However, the automaker reported a 38.9% decline in revenue.
The company also reported a 13.1% increase in <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45717955/chinas-nio-clocks-13-deliveries-growth-in-may-tesla-lags">monthly deliveries for May</a>, including 13,270 vehicles from Nio as well as deliveries from subsidiaries Onvo and Firefly.
The Firefly EV, which was supposed to launch earlier, has been delayed by the company and Nio is also said to be developing <a href="https://www.benzinga.com/25/04/44915240/tesla-rival-nio-delays-the-european-launch-of-firefly-ev-report">right-hand drive variants</a> of the car for the UK and SEA.
Price Action: NIO gained 2.27% in Pre-market and is currently trading on the NYSE at $3.61, according to<a href="https://pro.benzinga.com/dashboard"> Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45763345/amid-us-china-trade-war-global-automakers-warn-beijings-curbs-on-rare-earth-metals-could-significantly-impact-production">Amid US-China Trade War, Global Automakers Warn Beijing&#8217;s Curbs On Rare Earth Metals Could Significantly Impact Production</a></li>
</ul>
Photo courtesy: Robert Way / Shutterstock.com

Tesla Rival Nio Says It Will Cut R&D Spending By Around 25% To Meet 'Breakeven Target' Amid Europe Expansion Plans

Financial giants have made a conspicuous bearish move on Dollar General. Our analysis of options history for Dollar General (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DG#NYSE">DG</a>) revealed 9 unusual trades.
Delving into the details, we found 11% of traders were bullish, while 55% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $285,060, and 7 were calls, valued at $762,698.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $55.0 to $165.0 for Dollar General during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Dollar General's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Dollar General's whale trades within a strike price range from $55.0 to $165.0 in the last 30 days. 
<h3>Dollar General Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749052862_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DG</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/15/27</td>
<td>$60.8</td>
<td>$56.55</td>
<td>$58.6</td>
<td>$55.00</td>
<td>$293.0K</td>
<td>120</td>
<td align="right">50</td>
</tr>
<tr>
<td>DG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$3.35</td>
<td>$3.15</td>
<td>$3.2</td>
<td>$110.00</td>
<td>$256.0K</td>
<td>3.3K</td>
<td align="right">886</td>
</tr>
<tr>
<td>DG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$54.45</td>
<td>$54.45</td>
<td>$54.45</td>
<td>$165.00</td>
<td>$217.8K</td>
<td>0</td>
<td align="right">0</td>
</tr>
<tr>
<td>DG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$13.15</td>
<td>$12.2</td>
<td>$13.15</td>
<td>$99.00</td>
<td>$68.3K</td>
<td>1.1K</td>
<td align="right">52</td>
</tr>
<tr>
<td>DG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$8.85</td>
<td>$7.4</td>
<td>$8.85</td>
<td>$115.00</td>
<td>$67.2K</td>
<td>187</td>
<td align="right">76</td>
</tr>
</tbody>
</table>

<h3>About Dollar General</h3>
With more than 20,000 locations, Dollar General's banner is nearly ubiquitous across the rural United States. Dollar General serves as a convenient shopping destination for fill-in store trips, with its value proposition most relevant to consumers in small communities with a dearth of shopping options. The retailer operates a frugal store of about 7,500 square feet and primarily offers an assortment of branded and private-label consumable items (80% of net sales) such as paper and cleaning products, packaged food, and health and beauty items at low prices. Dollar General also offers a limited assortment of seasonal merchandise, home products, and apparel. The firm sells most items at a price point of $10 or less.
Having examined the options trading patterns of Dollar General, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Where Is Dollar General Standing Right Now?</h3>
<ul>
<li>With a volume of 2,552,178, the price of DG is down -1.76% at $110.59. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 85 days.</li>
</ul>
<h3>Expert Opinions on Dollar General</h3>
5 market experts have recently issued ratings for this stock, with a consensus target price of $107.6.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Telsey Advisory Group keeps a Market Perform rating on Dollar General with a target price of $100. 
&#x2A; Consistent in their evaluation, an analyst from Morgan Stanley keeps a Equal-Weight rating on Dollar General with a target price of $85. 
&#x2A; An analyst from JP Morgan persists with their Neutral rating on Dollar General, maintaining a target price of $95. 
&#x2A; Showing optimism, an analyst from Oppenheimer upgrades its rating to Outperform with a revised price target of $130. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Dollar General, which currently sits at a price target of $128. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Dollar General with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Markets

Check Out What Whales Are Doing With Dollar General

High-rolling investors have positioned themselves bullish on Capital One Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in COF often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 11 options trades for Capital One Finl. This is not a typical pattern.
The sentiment among these major traders is split, with 54% bullish and 27% bearish. Among all the options we identified, there was one put, amounting to $39,480, and 10 calls, totaling $578,154.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $125.0 and $230.0 for Capital One Finl, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Capital One Finl's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Capital One Finl's whale activity within a strike price range from $125.0 to $230.0 in the last 30 days. 
<h3>Capital One Finl 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749052857_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>COF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$3.4</td>
<td>$3.1</td>
<td>$3.4</td>
<td>$200.00</td>
<td>$170.0K</td>
<td>5.3K</td>
<td align="right">500</td>
</tr>
<tr>
<td>COF</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$76.5</td>
<td>$74.3</td>
<td>$75.97</td>
<td>$125.00</td>
<td>$75.9K</td>
<td>40</td>
<td align="right">0</td>
</tr>
<tr>
<td>COF</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$29.6</td>
<td>$29.0</td>
<td>$29.18</td>
<td>$185.00</td>
<td>$55.4K</td>
<td>250</td>
<td align="right">19</td>
</tr>
<tr>
<td>COF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/13/25</td>
<td>$1.45</td>
<td>$1.45</td>
<td>$1.45</td>
<td>$202.50</td>
<td>$46.1K</td>
<td>1.4K</td>
<td align="right">323</td>
</tr>
<tr>
<td>COF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$0.75</td>
<td>$0.6</td>
<td>$0.6</td>
<td>$212.50</td>
<td>$45.0K</td>
<td>188</td>
<td align="right">750</td>
</tr>
</tbody>
</table>

<h3>About Capital One Finl</h3>
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial's credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
Having examined the options trading patterns of Capital One Finl, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Capital One Finl</h3>
<ul>
<li>With a trading volume of 911,054, the price of COF is down by -0.81%, reaching $194.05.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 48 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Capital One Finl</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $233.0.
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. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from B of A Securities has decided to maintain their Buy rating on Capital One Finl, which currently sits at a price target of $233. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Capital One Finl, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

A Closer Look at Capital One Finl's Options Market Dynamics

Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) is gearing up to announce its quarterly earnings on Thursday, 2025-06-05. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Ciena will report an earnings per share (EPS) of $0.52.
Ciena bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Earnings Track Record</h3>
During the last quarter, the company reported an EPS beat by $0.23, leading to a 3.83% increase in the share price on the subsequent day.
Here's a look at Ciena's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.41</td>
<td>0.65</td>
<td>0.26</td>
<td>0.14</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.64</td>
<td>0.54</td>
<td>0.35</td>
<td>0.27</td>
</tr>
<tr>
<td>Price Change %</td>
<td>4.0%</td>
<td>6.0%</td>
<td>-5.0%</td>
<td>-6.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1749052857_0_0.png" alt="eps graph" />
<h3>Performance of Ciena Shares</h3>
Shares of Ciena were trading at $83.26 as of June 03. Over the last 52-week period, shares are up 74.96%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analyst Opinions on Ciena</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Ciena.
Analysts have given Ciena a total of 14 ratings, with the consensus rating being Neutral. The average one-year price target is $79.93, indicating a potential 4.0% downside.
<h3>Understanding Analyst Ratings Among Peers</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of Juniper Networks, F5 and Lumentum Holdings, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Juniper Networks, with an average 1-year price target of $40.0, suggesting a potential 51.96% downside.</li>
<li>Analysts currently favor an Neutral trajectory for F5, with an average 1-year price target of $281.12, suggesting a potential 237.64% upside.</li>
<li>Analysts currently favor an Buy trajectory for Lumentum Holdings, with an average 1-year price target of $84.3, suggesting a potential 1.25% upside.</li>
</ul>
<h3>Key Findings: Peer Analysis Summary</h3>
The peer analysis summary provides a snapshot of key metrics for Juniper Networks, F5 and Lumentum Holdings, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ciena</td>
<td>Neutral</td>
<td>3.33%</td>
<td>$471.82M</td>
<td>1.59%</td>
</tr>
<tr>
<td>Juniper Networks</td>
<td>Neutral</td>
<td>11.43%</td>
<td>$754.70M</td>
<td>1.33%</td>
</tr>
<tr>
<td>F5</td>
<td>Neutral</td>
<td>7.30%</td>
<td>$590.16M</td>
<td>4.44%</td>
</tr>
<tr>
<td>Lumentum Holdings</td>
<td>Buy</td>
<td>16.02%</td>
<td>$122.50M</td>
<td>-5.03%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Ciena ranks in the middle among its peers for revenue growth, with a growth rate of 3.33%. It is at the bottom for gross profit at $471.82M. Ciena is also at the bottom for return on equity at 1.59%.
<h3>All You Need to Know About Ciena</h3>
Ciena Corp is a network and technology company. It provides network hardware, software, and services that support the transport, switching, aggregation, service delivery, and management of video, data, and voice traffic on communications networks. It serves various industries such as communication services providers, web-scale providers, cable operators, government, and large enterprises world-wide. The business activities function through Networking Platforms which generates maximum revenue; Platform Software and Services; Blue Planet Automation Software, and Global Services segments. Geographically, the company derives a majority of its revenue from the Americas, and the rest from the Asia-Pacific (APAC), and Europe, Middle East, and Africa (EMEA) region.
<h3>Key Indicators: Ciena's Financial Health</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Ciena's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 3.33% as of 31 January, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 4.16%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Ciena's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.59%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Ciena's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.79%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Ciena's debt-to-equity ratio is below the industry average at 0.57, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/CIEN/earnings">To track all earnings releases for Ciena visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CIEN

Insights Ahead: Ciena's Quarterly Earnings

Elon Musk's brain-computer interface company Neuralink has raised $600 million in new funding at a $9 billion valuation, according to <a href="https://www.semafor.com/article/05/27/2025/elon-musks-neuralink-raises-fresh-cash-at-9b-valuation">Semafor</a>. The fundraising round follows the company's first human implant earlier this year and expands its efforts to develop medical applications for its brain chip technology.
Musk has previously stated that humans may be able to surf the web with their thoughts by the end of 2030, Reuters reported. The claim has drawn renewed attention amid the funding news. In January, <a href="https://www.technologyreview.com/2025/01/16/1110017/what-to-expect-from-neuralink-in-2025/">MIT Technology Review</a> noted that neuroscience experts have questioned the feasibility of this timeline.
Don't Miss:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a></li>
<li>Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.</li>
</ul>
<h2 class="wp-block-heading">Clinical Trials Underway</h2>
<a href="https://www.benzinga.com/news/24/05/39053422/elon-musks-neuralink-initiates-brain-implant-study-aims-to-enroll-3-patients-for-revolutionary-digit">Neuralink began human trials</a> in 2024 after receiving U.S. Food and Drug Administration approval to implant its brain-computer interface, or BCI, in paralysis patients. The first participant, Noland Arbaugh, underwent surgery in January 2024 and was later shown controlling a computer cursor and playing online chess using only his thoughts, according to Reuters.
In May 2024, Neuralink registered a clinical study in the U.S. government trials database, aiming to enroll three participants. The company is also expanding its trial footprint internationally, having received <a href="https://www.benzinga.com/24/11/42103314/elon-musks-neuralink-gets-green-light-to-launch-brain-chip-trial-in-canada-recruitment-is-now-open">approval from Health Canada</a> in November 2024 to recruit six patients for a study testing the device's safety and efficacy in enabling cursor movement through brain activity.
Trending: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;&nbsp;
While early demonstrations suggest meaningful progress, the technology remains highly experimental. Neuralink is currently conducting an <a href="https://www.themiamiproject.org/neuralink/">early feasibility study</a> called the Precise Robotically Implanted Brain-Computer Interface, with three participants implanted. The company has not yet registered a pivotal trial — the FDA-required phase for commercial approval — and continues to modify its device design, including electrode and surgical robot upgrades, according to MIT Technology Review.
<h2 class="wp-block-heading">Valuation Surges Amid Musk's AI Risk Narrative</h2>
Neuralink's valuation has risen sharply to $9 billion, up from an estimated $5 billion in mid-2023, according to Semafor. The publication reported that the recent funding round drew support from existing investors aligned with Elon Musk's other companies, including Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and SpaceX.
Musk has repeatedly positioned Neuralink as a safeguard against artificial intelligence threats. In a May 2 <a href="https://x.com/elonmusk/status/1918188145549468135">post on X</a>, he stated that Neuralink's brain chips must become widely available to ensure humans remain competitive as AI advances. He previously told <a href="https://edition.cnn.com/2023/04/17/tech/elon-musk-ai-warning-tucker-carlson">CNN</a> in 2023 that brain-computer interfaces could help reduce civilizational risk posed by artificial general intelligence.
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">Industry Context And Competitors</h2>
The global BCI market is projected to reach $6.52 billion by 2030, growing at a compound annual growth rate of 18.15% from 2025 to 2030, according to <a href="https://www.grandviewresearch.com/industry-analysis/brain-computer-interfaces-market">Grand View Research</a>.&nbsp;
Competitors are also gaining traction. <a href="https://www.reuters.com/technology/musks-neuralink-faces-federal-probe-employee-backlash-over-animal-tests-2022-12-05/">Synchron</a> was the first to receive FDA approval to implant a BCI in U.S. patients, and Precision Neuroscience recently <a href="https://www.globenewswire.com/news-release/2025/04/17/3063418/0/en/Precision-Neuroscience-Receives-FDA-Clearance-for-High-Resolution-Cortical-Electrode-Array.html">announced</a> regulatory clearance for its minimally invasive device.&nbsp;
As Neuralink expands its human trials, it faces pressure to keep pace with rivals and regulatory scrutiny. According to Reuters, FDA found quality control issues in the company's animal research lab, and U.S. Department of Agriculture's Inspector General have raised concerns over the pace and integrity of its experiments.
<h2 class="wp-block-heading">Looking Ahead</h2>
With significant competition, regulatory hurdles, and ethical concerns in play, Neuralink's ability to deliver on Musk's ambitious timeline will remain under close watch by investors, scientists, and the public alike.
Read Next: Can you guess how many retire with a $5,000,000 nest egg? <a href="https://www.benzinga.com/money/5mil-nest-egg-adv">The percentage may shock you</a>.
Image: Shutterstock

'Web-Surfing With Your Brain' by 2030? Neuralink's $9B Valuation Sparks Debate Over Musk's Telepathy Timeline

Mining Stock Rips On Q3 Adjusted EBITDA Results

Commodities

Opinion

Press Releases

Key Metals Surge, Unlocking New Opportunities for Savvy Mining Investors

C5 Capital Signs MOU with Sibanye-Stillwater to Advance Nuclear Energy in South Africa, the United States and Globally

GDXJ

PALL

SBSW

TSX:PTM

Alcoa

Anglogold Ashanti

BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares)

BHP Group

Compania De Minas

Coeur Mining

Cleveland-Cliffs

Commercial Metals

Carpenter Technology Corporation Common Stock

Carpenter Tech

Freeport-McMoRan

Gold Fields Limited American Depositary Shares

Gold Fields

Gerdau

Hecla Mining

Harmony Gold Mining Co

ArcelorMittal

Newmont

Nucor

POSCO HOLDINGS INC. American Depositary Shares (Each representing 1/4th of a share of Common Stock)

POSCO Holdings

Royal Gold

Reliance

Southern Copper

Grupo Simec, S.A.B. de C.V. American Depositary Shares

Grupo Simec

Steel Dynamics

Ternium S.A. Ternium S.A. American Depositary Shares (each representing ten shares, USD1.00 par value)

Comments

Sibanye Stillwater

Noticias

Últimas noticias sobre Sibanye Stillwater (NYSE:SBSW) Bolsa

La gente también mira

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL