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OKTA's 4.4x P/S valuation faces headwinds from slowing growth & shrinking FCF. WEN's 14.2x P/E masks weak sales.
Iran has launched a Bitcoin-backed shipping insurance service for Hormuz Strait transits, as Tehran simultaneously unveiled a new authority to formally manage strait traffic and collect transit fees.
ETSY's buyers drop 1.7%, revenue to fall 2.3%. SSNC margins dip. ULTA shines with 32.7% ROIC.
NextEra & Dominion merge, creating largest utility. Expects >9% EPS growth, boosting scale & efficiency.
Google & Blackstone launch AI cloud venture w/ $5B backing. High growth potential, but watch cloud competition risks.
AXON's 70.5% upside potential shines with 37.6% ARR growth, but TPR's low margins & HNI's debt raise red flags.
Industrials' 24.5% return beats S&P 500, but watch out for R (15x P/E) & SITE (26.1x P/E). FTAI shines!
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