La cadena de opciones muestra datos clave de las opciones de acciones de TPI Composites a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para TPI Composites..

TPI Composites (NASDAQ:TPIC) Bolsa, Cadena de Opciones

TPI Composites

TPI Composites Inc is engaged in manufacturing composite wind blades. The company operates in wind energy and transportation industries where it manufactures structures for a bus, rail, theme parks, and trucks. Geographically the segments are divided into the U.S, Asia, Mexico, EMEA and India where the Mexico segment derives a majority of revenue.

TPI Composites Inc

Wallbox (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WBX#NYSE">WBX</a>) reported quarterly sales of €37.39 million which missed the analyst consensus estimate of €42.30 million by 11.60 percent. This is a 13.54 percent decrease over sales of €43.25 million the same period last year.

Earnings

Earnings Misses

News

Wallbox Q4 Sales €37.39M Miss €42.30M Estimate, Adj. EBITDA Loss €12.34M

USAU

U.S. Gold Corp. Achieves Inaugural BBB Sustainability Rating For CK Gold Project From Digbee Limited

National Bank of Canada (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTIOF#OTC">NTIOF</a>) reported quarterly earnings of $2.06 per share which missed the analyst consensus estimate of $2.66 by 22.56 percent. This is a 8.42 percent increase over earnings of $1.90 per share from the same period last year. The company reported quarterly sales of $2.24 billion which missed the analyst consensus estimate of $3.05 billion by 26.50 percent. This is a 12.56 percent increase over sales of $1.99 billion the same period last year.

NTIOF

National Bank of Canada Q1 Adj EPS $2.06 Misses $2.66 Estimate, Sales $2.24B Miss $3.05B Estimate

HC Wainwright &amp; Co. analyst Amit Dayal reiterates CECO Environmental (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CECO#NASDAQ">CECO</a>) from Neutral to Neutral.

Reiteration

Analyst Ratings

CECO

HC Wainwright & Co. Reiterates Neutral on CECO Environmentalto Neutral

Earnings Beats

ODP Q4 2024 Adj. EPS $0.66 Misses $0.80 Estimate, Sales $1.624B Beat $1.608B Estimate

Barclays analyst Betty Jiang maintains Coterra Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTRA#NYSE">CTRA</a>) with a Overweight and raises the price target from $36 to $37.

Price Target

CTRA

Barclays Maintains Overweight on Coterra Energy, Raises Price Target to $37

<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/26062500/JF-SmartInvest-0226-01.jpeg" alt="" class="wp-image-6610" style="width:920px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/26062500/JF-SmartInvest-0226-01.jpeg 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/26062500/JF-SmartInvest-0226-01-300x200.jpeg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/02/26062500/JF-SmartInvest-0226-01-768x512.jpeg 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
The investment educator's net profit grew sharply last year, despite a large loss in the first half, amid strong demand for its products fueled by a bull run for Chinese stocks

<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul>
<li>JF SmartInvest expects to report its net profit for 2024 rose 36% to 47% despite posting a large loss in the first half of the year</li>
<li>The impressive turnaround comes amid strong interest in trading Chinese stocks, which are rallying on a series of policy measures to stimulate the country's economy</li>
</ul>

By Warren Yang
Talk about a turnaround.
Stock-trading educator&nbsp;JF SmartInvest Holdings Ltd.&nbsp;(9636.HK) made a roaring comeback in the second half of last year, as demand for its products soared on the back of a big rally for Chinese stocks. That's the main takeaway from the company's&nbsp;<a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0217/2025021700031.pdf">positive profit alert</a>, issued last Monday. But the strong rebound, in a way, only highlights JF SmartInvest's fundamental vulnerability that stems from its heavy reliance on ups-and-downs in Chinese stocks, which is made worse by its revenue-generation model.
This kind of reliance, and resulting gyrations in a company's results, is common throughout the entire sector linked to stock trading. When the market rallies, investor interest in stock trading usually picks up sharply, leading to bumper revenue and profits for brokers, information providers and educators like JF SmartInvest. The opposite is true during weak markets, which plagued much of the sector for the last four years.
In its filing, JF SmartInvest said it expects to post a net profit of between 260 million yuan ($36 million) and 280 million yuan last year, up 36% to 47% from 191 million yuan for 2023. That's nice enough earnings growth, but what makes it even more impressive is that JF SmartInvest made a hefty loss of 174 million yuan in the first half of 2024, more than four times its loss a year earlier.
Some basic math based on those data points suggests that JF SmartInvest turned a net profit of up to 454 million yuan in the second half of last year, nearly double the 228 million yuan profit it reported for the six-month period a year earlier.
JF SmartInvest partly attributed its sharp reversal of fortunes to a "steady increase in securities market trading activity and the continuous strengthening of investor confidence following the introduction and implementation of a series of domestic policies in September 2024."
The company operates a platform that provides investors with training materials on financial literacy and stock trading, so demand for its services ebbs and flows with changes in market conditions. And as JF SmartInvest said, Chinese stocks, which had been shunned by investors for quite some time because of concerns about China's economic slowdown, have been on a bull run since last September.
The Hang Seng China Enterprises Index, composed of Chinese stocks listed in Hong Kong, has jumped some 36% in the past six months, while the SSE Composite Index, which tracks Mainland-listed companies, has risen 18%. Such gains mark a clear shift in investor sentiment towards Chinese stocks, which had languished for more than three years before that.
JF SmartInvest's stock has been on an even more spectacular bull run, more than quadrupling in the past six months, including a 33% rise since the profit alert. It's not clear what powered the market-beating surge before the latest earnings guidance, but it's not hard to see why investors stormed into JF SmartInvest shares, speculating the company would be a prime beneficiary of the Chinese stock rally.
Any investors making such bets were certainly right. The company's gross billings for all last year totaled 3.5 billion yuan, up nearly 50% from 2023. According to its interim report, total gross billings for the first half of last year stood at just 930 million yuan, down 26% from a year earlier. That means JF SmartInvest brought in more than 70% of its gross billings for 2024 in the second half of the year, much of that probably in the final four months after the September rally began.
<h4 class="wp-block-heading">Hard times</h4>
Before the second half of last year, JF SmartInvest was facing difficulties as its financials deteriorated with prolonged weakness in Chinese stocks. Its revenue growth slowed to an underwhelming 6% in 2023 from 27% the prior year, with its profitability worsening even more. As a result, its net profit dropped by more than half in 2023. The company remained profitable that year by turning a profit in the second half to more than erase the loss for the prior six months. But then it plunged massively back into the red in the first six months of last year.
In addition to JF SmartInvest's vulnerability to an overall stock market downturn, its business model has made some investors skeptical. The company's main revenue sources are "SmartInvest Pro," its flagship investor education offering, and the more affordable financial information software product "SmartInvest Info."
These products offer varying levels of services, from basic stock performance toolkits and online tutorials to livestreamed courses and tailored advisory services. Customers must pay in advance for software or services, but they have the right to request refunds for unused services during their contract periods.
JF SmartInvest initially only books the upfront fee from a user as revenue during the subscription period based on services used, while treating the rest as a contract liability. Then, it gradually recognizes the outstanding bill as revenue over time — if the subscriber sticks around. If the subscriber decides not to continue, the company refunds money for unused services and loses what otherwise would have been revenue.&nbsp;
This means that not all product sales necessarily translate to revenue. And when times are rough for investors due to market weakness, JF SmartInvest can be hit with an increase in refund requests. Reflecting that, the refund rate for its SmartInvest Pro package more than doubled to 30% in the first half of last year from the first half of 2023.
The company has tried to boost its revenue with new offerings, including a device dubbed the Enjoy-Stock Pad, essentially a tablet computer equipped with its software to give users easier access to its services. But it's questionable whether such an incremental addition will provide any significant revenue boost.
So JF SmartInvest's fortunes will remain inevitably tied to sentiment surrounding Chinese stocks. That can be a good thing in times like the present, especially as hype around Chinese artificial intelligence startups further buoys the overall market mood.
Following their recent rally, JF SmartInvest shares are now more than double the value from their 2023 IPO price and trade at a relatively high price-to-earnings (P/E) ratio of 57, based on the company's latest profit forecast, and a decent price-to-sales (P/S) ratio of 7. Those compare with a lower P/E ratio of 27 for&nbsp;Futu Holdings&nbsp;(FUTU.US), though the online stock broker's P/S ratio is higher at 10.
But when all this euphoria fades, which inevitably happens with all stock rallies, JF SmartInvest is likely to take a hit that's as dramatic as its comeback, which could ultimately bring its stock back to earth.

Asia

Education

JF SmartInvest Makes Roaring, Yet Vulnerable Comeback On China Stock Rally

President Donald Trump has finalized the terms of the mineral resources deal with Ukraine. After prolonged negotiations, the deal reportedly includes better conditions for the war-ridden country, albeit without the <a target="_blank" href="https://www.benzinga.com/news/global/25/02/43909360/zelensky-says-ukraine-wont-trade-minerals-for-debt-seeks-win-win-deal-with-us" rel="noreferrer noopener">much-desired security guarantees</a>.
The Financial Times and The Guardian <a target="_blank" href="https://www.ft.com/content/1890d104-1395-4393-a71d-d299aed448e6" rel="noreferrer noopener">reported</a> the news, citing senior officials familiar with the matter. Ukrainian President Volodymyr Zelenskyy will visit Washington on Friday to formalize the deal.
"I hear that he [Zelenskyy] is coming on Friday," Trump <a target="_blank" href="https://www.theguardian.com/us-news/2025/feb/25/trump-zelenskyy-ukraine-minerals-deal" rel="noreferrer noopener">told</a> reporters in the Oval Office on Tuesday. "Certainly, it's OK with me if he'd like to. And he would like to sign it together with me. And I understand that's a big deal, a very big deal," Trump said.
Initially, Zelensky <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/02/43788546/ukraine-officials-stall-trumps-colonial-rare-earths-bid-prefer-mutually-beneficial-deal" rel="noreferrer noopener">delayed signing the deal</a>, rejecting Trump's original proposal that included a demand for $500 billion worth of mineral resources as repayment for military aid. That condition has since been dropped, with the revised agreement allowing Ukraine to retain a 50% stake in a newly created investment fund, which will develop and commercialize the country's mineral wealth.
Despite removing the financial repayment requirement, the deal does not include explicit long-term security guarantees for Ukraine—one of Kyiv's key demands. Instead, Trump has vaguely alluded to a "general security" framework for Ukraine in the future.
"We'll be looking … general security for Ukraine later on. I don't think that's going to be a problem. There are a lot of people that want to do it, and I spoke with Russia about it. They didn't seem to have a problem with it," he said.
Ukraine holds large deposits of lithium, graphite, titanium, and some rare earth elements. These materials are essential for various industries, including defense, aerospace, renewable energy, and high-tech manufacturing.
Lithium and graphite are particularly crucial for battery production in electric vehicles, while titanium – which Ukraine commercially produced before the conflict, is vital for aerospace engineering.
Under the terms of the agreement, revenues generated from the joint development of Ukraine's mineral resources will be channeled into domestic infrastructure and economic recovery projects.
However, the framework still leaves several unresolved issues, including the exact structure of the investment fund and the legal jurisdiction governing U.S. involvement. Ukraine's parliament is expected to debate and vote on the agreement following Zelenskyy's return from Washington.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/global/25/02/43935605/putin-offers-russian-aluminum-rare-earths-as-an-alternative-to-ukraines-minerals" target="_blank" rel="noreferrer noopener">Putin Offers Russian Aluminum, Rare Earths As An Alternative To Ukraine's Minerals</a></li>
</ul>
Photos courtesy: Shutterstock

Government

Commodities

Politics

Global

Trump Negotiates A 'Very Big Deal' For Ukraine's Mineral Wealth, But Lacks Long-Term Security Guarantees: Report

Barclays analyst Jeffrey Bernstein maintains Cava Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>) with a Equal-Weight and lowers the price target from $127 to $104.

CAVA

Barclays Maintains Equal-Weight on Cava Group, Lowers Price Target to $104

Positive high-level results from a planned interim analysis of the SERENA-6 Phase III trial showed that AstraZeneca's camizestrant&nbsp;in combination with a&nbsp;cyclin-dependent kinase (CDK) 4/6 inhibitor (palbociclib, ribociclib or abemaciclib) demonstrated a highly statistically significant and clinically meaningful improvement in the primary endpoint of progression-free survival (PFS). The trial evaluated&nbsp;switching to&nbsp;the camizestrant combination&nbsp;versus continuing standard-of-care treatment with an aromatase inhibitor (AI) (anastrozole or letrozole) in combination&nbsp;with a CDK4/6 inhibitor in the 1st-line treatment of patients with&nbsp;hormone receptor (HR)-positive, HER2-negative advanced breast cancer whose tumours have an emergent&nbsp;ESR1&nbsp;mutation.
&nbsp;
The key secondary endpoints of time to second disease progression (PFS2) and overall survival (OS) were immature at the time of this interim analysis. However, the camizestrant combination demonstrated a trend toward improvement in PFS2. The trial will continue as planned to further assess key secondary endpoints.
&nbsp;
SERENA-6 is the first global, double-blind, registrational Phase III trial to use a circulating tumour DNA (ctDNA)-guided approach to detect the emergence of endocrine resistance and inform a switch in therapy before disease progression. The novel trial design used ctDNA monitoring at the time of routine tumour scan visits to identify patients for early signs of endocrine resistance and the emergence of&nbsp;ESR1&nbsp;mutations. Following detection of an&nbsp;ESR1&nbsp;mutation without disease progression, the endocrine therapy of patients was switched to camizestrant from ongoing treatment with an AI, while continuing combination with the same CDK4/6 inhibitor.

AstraZeneca's SERENA-6 Study Assesses Camizestrant for HR-Positive Breast Cancer, Key Outcomes Awaited

AvidXchange Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVDX#NASDAQ">AVDX</a>) is looking for FY2025 Adj EPS of $0.25-$0.27 vs $0.34 analyst estimate. sees sales of $453.000 million-$460.000 million vs $483.66 million analyst estimate.

Guidance

AVDX

AvidXchange Holdings Sees FY2025 Adj EPS $0.25-$0.27 vs $0.34 Est; Sees Sales $453.000M-$460.000M vs $483.66M Est

AvidXchange Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVDX#NASDAQ">AVDX</a>) reported quarterly earnings of $0.08 per share which beat the analyst consensus estimate of $0.07 by 14.29 percent. This is a 60 percent increase over earnings of $0.05 per share from the same period last year. The company reported quarterly sales of $115.44 million which beat the analyst consensus estimate of $114.75 million by 0.60 percent. This is a 10.93 percent increase over sales of $104.06 million the same period last year.

AvidXchange Holdings Q4 Adj $0.08 Beats $0.07 Estimate, Sales $115.44M Beat $114.75M Estimate

Barclays analyst Brandt Montour maintains Caesars Entertainment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>) with a Overweight and lowers the price target from $55 to $54.

Barclays Maintains Overweight on Caesars Entertainment, Lowers Price Target to $54

Barclays analyst Brian Morton maintains Bank of Montreal (TSX:<a class="ticker" href="https://www.benzinga.com/stock/BMO#TSX">BMO</a>) with a Overweight and raises the price target from C$143 to C$144.

TSX:BMO

Barclays Maintains Overweight on Bank of Montreal, Raises Price Target to C$144

Teradata Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDC#NYSE">TDC</a>) today announced that Michael Hutchinson, Chief Customer Officer, has been appointed to Chief Operating Officer. In this role, Hutchinson will be responsible for Teradata's global operations – including information technology, information security, as well as strategy and operations, and will maintain leadership of Teradata Global Customer Services. He will guide the organization in ensuring execution of the Company's strategy. Hutchinson will continue to report to Steve McMillan, President and Chief Executive Officer, Teradata.
In his role as Chief Customer Officer of Teradata since January 2022, Hutchinson has successfully led the Company's business unit that is chartered to drive optimal customer experiences and maximize customer value. Hutchinson joined Teradata in June 2021 as Senior Vice President of Worldwide Customer Success, Consulting and Renewals, and demonstrated proven success in defining the company's global customer success strategy, maximizing customer value, and yielding world-class customer Net Promoter Score, retention, and use-case expansion. Over a distinguished career prior to Teradata, Hutchinson served as SVP &amp; Chief Customer Officer at Verint and served at Oracle for nearly 30 years in numerous roles of increasing responsibility, culminating in Global Vice President, North America Customer Success.

Management

Teradata Taps Chief Customer Officer Michael Hutchinson As COO

TRMB

Trimble Reveals New Visualization And Interoperability Capabilities In Its Latest Software Release For Sketchup

IMUX

Immunic Announced Presentation Of Data On Nuclear Receptor-Related 1 (Nurr1) Activator, Vidofludimus Aalcium (IMU-838), In Two Poster Presentations At The Americas Committee For Treatment And Research In Multiple Sclerosis Forum 2025

Advance Auto Parts Sees FY25 Adj EPS $1.50 - $2.50 Vs. $1.56 Est.

Barclays analyst Mathieu Robilliard maintains Viasat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSAT#NASDAQ">VSAT</a>) with a Equal-Weight and raises the price target from $9 to $10.

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TPI Composites (NASDAQ:TPIC) Bolsa, Cadena de Opciones

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