Ultime notizie per BRC (NYSE:BRCC) Azioni

BRC INC-A

BRC Inc is a veteran-controlled company that serves premium coffee, content, and merchandise to active military, veterans, and first responders. It is committed to producing great coffee that consumers love, and high-quality merchandise that enables its community to showcase its brand. Its omnichannel distribution has three components: Direct to Consumer channel includes its e-commerce business, through which consumers order products online and products are shipped to them, Its wholesale channel includes products sold to an intermediary such as convenience, grocery, drug, and mass merchandise stores, who in turn sell those products to consumers, and Outpost channel includes revenue from its Company-operated and franchised Black Rifle Coffee retail coffee shop locations.

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BRCC

MRIN

Gli analisti identificano tre titoli del settore dei beni di consumo di base che rappresentano potenziali opportunità di acquisto.

Affari da non perdere a maggio: 3 titoli sotto la lente degli esperti

BRC Inc

Raymond James analyst Tim Thein maintains Federal Signal (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSS#NYSE">FSS</a>) with a Outperform and raises the price target from $120 to $145.

Price Target

Analyst Ratings

Raymond James Maintains Outperform on Federal Signal, Raises Price Target to $145

UBS analyst Michael Lasser maintains Mister Car Wash (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCW#NASDAQ">MCW</a>) with a Neutral and lowers the price target from $8.25 to $7.25.

UBS Maintains Neutral on Mister Car Wash, Lowers Price Target to $7.25

<a href="https://www.wired.com/story/the-inside-story-of-eric-trumps-american-bitcoin/" title="https://www.wired.com/story/the-inside-story-of-eric-trumps-american-bitcoin/">https://www.wired.com/story/the-inside-story-of-eric-trumps-american-bitcoin/</a>

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Politics

General

'Early Into Trump's Second Term As U.S. President, The CEO Of Energy Infrastructure Company Hut 8 Asher Genoot And Hut 8 Chief Strategy Officer Michael Ho Talked For Hours With Eric Trump And Tabled A Business Venture That Greatly Interested Trump: A Bitcoin Mining Alliance, Says Genoot' - Wired

Benchmark analyst Mark Zgutowicz maintains Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) with a Buy and raises the price target from $800 to $890.

Benchmark Maintains Buy on Meta Platforms, Raises Price Target to $890

WIIM

Mastercard shares are trading higher after the company reported better-than-expected Q2 financial results.

Raymond James analyst Patrick O'Shaughnessy maintains Fair Isaac (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>) with a Outperform and lowers the price target from $2230 to $1800.

FICO

Raymond James Maintains Outperform on Fair Isaac, Lowers Price Target to $1800

SLXN

Silexion Therapeutics Shares Resume Trade Then Halted Again On Circuit Breaker To The Upside, Stock Now Up 92.4%

Raymond James analyst John Davis reiterates Evertec (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVTC#NYSE">EVTC</a>) with a Outperform and raises the price target from $42 to $43.

Reiteration

EVTC

Raymond James Reiterates Outperform on Evertec, Raises Price Target to $43

The financial industry just got a wake-up call from one of tech's top minds. At a Federal Reserve conference in Washington last week, OpenAI CEO Sam Altman issued a blunt warning: Artificial intelligence has made it dangerously easy to impersonate someone's voice, putting billions of dollars and consumer trust at risk.
"Apparently, there are still some financial institutions that will accept the voiceprint as authentication," <a href="https://apnews.com/article/openai-ceo-sam-altman-fed-ad87262a4c1e71a0695ff6d06a2586f2">Altman said</a>. "That is a crazy thing to still be doing. AI has fully defeated that." In other words: if your bank thinks a voice challenge is a security blanket, it's time to buy a new blanket.
The Rise and Fall of Voiceprint Verification
Voiceprint authentication isn't new. Over a decade ago, the wealthy and security-conscious flocked to voice-based identification, reciting challenge phrases to unlock their accounts. For years, this method seemed futuristic—almost unbreakable. But the AI revolution has changed the game.
Today's AI voice clones can mimic speech patterns, inflections, and even emotional tones with uncanny accuracy. The result? Criminals can now bypass voiceprint checks with a few seconds of audio and the right tools. Altman's message is clear: what once felt like cutting-edge security is now a glaring vulnerability.
Regulators Seek Solutions as AI Fraud Looms
The urgency isn't lost on regulators. Michelle Bowman, the Federal Reserve's vice chair for Supervision, echoed Altman's concerns and floated the idea of collaboration between the tech sector and financial watchdogs. "That might be something we can think about partnering on," Bowman said, hinting that the public and private sectors may need to join forces to outpace fraudsters.
The challenge is formidable. As AI-generated voices (and soon, deepfake videos) become "indistinguishable from reality," according to Altman, banks must pivot to new verification methods—potentially blending biometrics, behavioral analysis, and multi-factor authentication. The stakes are high, and the timeline is tight.
Why It Matters
Banks that cling to outdated security measures are inviting trouble—and so are their customers. The rapid evolution of AI means that fraudsters have powerful new tools, and the industry must innovate to keep up.&nbsp;
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</ul>
Photo: Shutterstock

Tech

OpenAI CEO Warns Bankers Of A New Rise In Voice Fraud

UBS analyst Kevin Mcveigh maintains CGI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIB#NYSE">GIB</a>) with a Neutral and lowers the price target from $112 to $105.

UBS Maintains Neutral on CGI, Lowers Price Target to $105

Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>) on Thursday reported mixed results for its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46750877/norwegian-cruise-line-holdings-reports-second-quarter-2025-financial-results" rel="noreferrer noopener">second quarter</a>. Strong consumer demand continued to drive performance, largely meeting adjusted earnings expectations. The company also reaffirmed its full-year 2025 financial guidance.
The cruise operator reported record revenue of $2.52 billion for the quarter, a 6% increase year-over-year (YoY), which missed the average analyst estimate of $2.55 billion.
Norwegian Cruise Line Holdings reported GAAP net income of $30 million, or 7 cents per share. After adjusting for non-recurring costs, earnings were 51 cents per share, which is in line with the analyst estimate.
Also Read: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46736279/royal-caribbean-upside-yield-growth-2026" target="_blank" rel="noreferrer noopener">Royal Caribbean&#8217;s 2025 Upside May Be Limited, But 2026 Yield Growth Could Exceed Estimates</a>
The company&#8217;s second quarter saw a significant rebound from a softer first quarter, which was impacted by increased dry-dock capacity. Net Yield increased 3.1% in constant currency, exceeding guidance of 2.5%.
Adjusted EBITDA for the quarter reached $694 million (+18% YoY), surpassing the company&#8217;s guidance of $670 million.
As of June 30, Norwegian Cruise Line Holdings reported total debt of $13.8 billion and net debt of $13.6 billion. The company improved its net leverage to 5.3x from 5.7x at the end of the first quarter.
Liquidity stood at $2.4 billion, bolstered by the successful upsizing of its revolving loan facility to approximately $2.5 billion. Second-quarter occupancy was 103.9%, which is in line with guidance. Advance ticket sales hit a record high of $4.0 billion.
Operational efficiency improved, with Gross margin per Capacity Day increasing 11% (12% in constant currency) compared to the previous year. Gross Cruise Costs per Capacity Day decreased to $306 from $315 in the prior year.
Adjusted Net Cruise Cost excluding Fuel per Capacity Day remained flat in constant currency at approximately $163, outperforming guidance due to the timing of cost savings initiatives.
&#8220;Demand has rebounded across all three of our brands, with bookings now ahead of historical levels in recent months and continued strength in onboard spend. This performance reflects the strength of our offerings across the fleet, along with our disciplined focus on driving both return on investment and return on experience,&#8221; commented Harry Sommer, president and chief executive officer.
<h2 class="wp-block-heading">Outlook </h2>
Norwegian Cruise Line expects its third-quarter adjusted earnings to be $1.14 per share, falling short of the $1.18 analyst estimate. The company projects third-quarter occupancy to be approximately 105.5%.
For the full year 2025, Norwegian Cruise Line Holdings reaffirmed its adjusted EPS guidance of $2.05, above the $2.03 analyst estimate.
The company expects full-year net yield on a constant currency basis to increase approximately 2.5%, with occupancy projected at 103.0%. Adjusted EBITDA for the full year is still expected to be roughly $2.72 billion.
The company is advancing several strategic initiatives, including the further expansion of Great Stirrup Cay, its private island in the Bahamas, featuring the nearly six-acre Great Tides Waterpark slated to open in summer 2026.
In terms of fleet modernization and growth, Norwegian took delivery of Oceania Allura, the eighth ship for the Oceania Cruises brand, and underscored its long-term growth strategy by confirming orders for two additional next-generation Sonata Class Ships, with deliveries scheduled for 2032 and 2035.
Price Action: NCLH shares are trading higher by 12% to $26.22 at last check Thursday.
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Photo via Shutterstock

Earnings

Guidance

Movers

NCLH

Norwegian Cruise Line Sees Record Advance Ticket Sales, Reaffirms Profit Outlook

Raymond James analyst Jayson Bedford maintains DexCom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) with a Strong Buy and raises the price target from $99 to $102.

DXCM

Raymond James Maintains Strong Buy on DexCom, Raises Price Target to $102

UBS analyst Joshua Chan maintains Fiverr Intl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FVRR#NYSE">FVRR</a>) with a Neutral and lowers the price target from $32 to $25.

FVRR

UBS Maintains Neutral on Fiverr Intl, Lowers Price Target to $25

CVS Health Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) stock is trading higher on Thursday after the company reported better-than-expected Q2 earnings and raised its annual guidance.
The company reported second-quarter sales of $98.90 billion on Thursday, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $94.85 billion</a>.
Total revenues increased 8.4% year over year, driven by revenue growth across all segments.
Adjusted earnings of $1.81&nbsp;per share also beat the analyst estimate of $1.46.
GAAP earnings of $0.80 per share decreased from $1.41 in the prior year, reflecting the impact of two litigation charges associated with CVS&#8217;s <a href="https://www.benzinga.com/pressreleases/25/07/n46750861/cvs-health-corporation-reports-second-quarter-2025-results-and-updates-full-year-2025-guidance" target="_blank" rel="noreferrer noopener">past business practices</a>.
Operating income decreased 21.8% to $2.38 billion primarily due to $833 million in litigation charges related to two court decisions associated with the company&#8217;s past business practices, partially offset by a decrease in acquisition-related integration costs.
Adjusted operating income increased 1.7% to $3.81 billion, driven by increases in the Health Care Benefits and Pharmacy &amp; Consumer Wellness segments, primarily offset by a decline in the Health Services.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/45753489/amazon-pharmacy-challenges-cvs-health-and-walgreens-dominance-unveils-new-features-to-expand-medicare-access" rel="noreferrer noopener">Amazon Pharmacy Challenges CVS Health And Walgreens Dominance, Unveils New Features To Expand Medicare Access</a>
The company announced that it would commit $20.0 billion over the next decade to simplify the U.S. healthcare system for American consumers.
Revenues in the Health Care Benefits segment increased 11.6% to $36.26 billion, primarily driven by increases in the Government business, mainly due to the impact of the Inflation Reduction Act on the Medicare Part D program.
The MBR increased to 89.9% compared to 89.6% a year ago, driven by the $471 million (140 basis points) premium deficiency reserve recorded as health care costs described above, primarily offset by the favorable year-over-year impact of changes to the company&#8217;s individual exchange business risk adjustment estimates.
Medical membership, at 26.7 million as of June 30, 2025, decreased by 358,000 members compared with March 31, 2025, reflecting the previously announced membership declines in the individual exchange product line.
Health Services segment (offering pharmacy benefit management) sales increased 10.2% to $46.42 billion, primarily driven by pharmacy drug mix and brand inflation, partially offset by continued pharmacy client price improvements.
The Pharmacy &amp; Consumer Wellness segment&#8217;s sales increased 12.5% to $33.58 billion, driven by a favorable pharmacy drug mix and higher prescription and front-store volume, partially offset by continued pressure on pharmacy reimbursement.
Prescriptions filled increased by 4.2% to 438.1 million, driven by increased utilization.
&#8220;We are encouraged by a second consecutive quarter of solid 2025 results, while we continue to navigate a dynamic environment,&#8221; said Brian Newman, CFO of CVS Health.
Guidance: CVS Health raises its fiscal 2025 adjusted earnings <a target="_blank" href="https://www.benzinga.com/general/health-care/25/05/45140567/cvs-health-partners-with-wegovy-maker-novo-nordisk-hikes-2025-guidance" rel="noreferrer noopener">from&nbsp;$6.00-$6.20&nbsp;per share</a> to&nbsp;$6.30-$6.40&nbsp;compared to the consensus of&nbsp;$6.13.
Price Action:&nbsp;CVS stock is up 5.38% at $65.56 at the last check on Thursday.
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Photo: Shutterstock

Large Cap

Health Care

CVS Health Will Invest $20 Billion To Simplify US Health System, Delivers Strong Q2 Despite Legal Setbacks

Raymond James analyst Mark Cash maintains Confluent (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CFLT#NASDAQ">CFLT</a>) with a Outperform and lowers the price target from $30 to $25.

CFLT

Raymond James Maintains Outperform on Confluent, Lowers Price Target to $25

LLY stock has given up its prior loss. Eli Lilly shares were trading lower. The company announced topline results from the SURPASS-CVOT head-to-head Phase 3 trial.

Charter Communications, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) (along with its subsidiaries, "Charter") today announced that its stockholders have approved the proposals necessary to complete Charter's previously announced transaction with Cox Communications, Inc. ("Cox") at its special meeting of stockholders this morning. More than 99% of the votes cast voted in favor of each of the proposals required to complete the transaction.
Charter expects to complete its previously announced transaction with Cox in mid-2026, subject to the receipt of regulatory approvals and other customary closing conditions.

CHTR

Charter Communications Stockholders Approve Proposals Necessary To Complete Transaction With Cox Communications; Deal Expected To Be Completed In Mid-2026

UBS analyst Joshua Spector maintains FMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) with a Neutral and lowers the price target from $45 to $44.

UBS Maintains Neutral on FMC, Lowers Price Target to $44

Raymond James analyst Patrick Tyler Brown maintains Clean Harbors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLH#NYSE">CLH</a>) with a Strong Buy and raises the price target from $278 to $280.

Raymond James Maintains Strong Buy on Clean Harbors, Raises Price Target to $280

Public Storage shares are trading lower after the company reported mixed Q2 financial results.

Press Releases

Black Rifle Coffee Company to Host Investor Event at the 27th Annual ICR Conference

Black Rifle Coffee Company Announces Long-Range Financial Targets and Reaffirms 2024 Guidance

Black Rifle Coffee Company Announces Dates for Its Fourth Quarter and Fiscal Year 2024 Earnings Release and Conference Call

BRC Inc. Reports Fourth Quarter and Fiscal Year 2024 Financial Results

Black Rifle Coffee Company Announces Dates for Its First Quarter 2025 Earnings Release and Conference Call

BRC Inc. Reports First Quarter 2025 Financial Results

Black Rifle Coffee Appoints Matthew Amigh as Chief Financial Officer

Black Rifle Coffee Company Announces Dates for Its Second Quarter 2025 Earnings Release and Conference Call

BRC Inc. Announces Proposed Public Offering of Class A Common Stock

BRC Inc. Announces Pricing of $35 Million Offering of Class A Common Stock

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Ultime notizie per BRC (NYSE:BRCC) Azioni

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