La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Edgewell Personal Care a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Edgewell Personal Care..

Edgewell Personal Care (NYSE:EPC) Azioni, Catena delle Opzioni

Edgewell Personal Care

Edgewell Personal Care Co is a personal-care company. The operating segments of the company include Wet Shave, Sun and Skin Care and Feminine Care. Some of the brands offered by the company include Edge, Skintimate, Personna, Schick, Carefree, Playtex, Banana Boat and Hawaiian Tropic. It derives a majority of its revenue from the United States.

Maxim Group initiates coverage on Interactive Strength (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRNR#NASDAQ">TRNR</a>) with a Buy rating and announces Price Target of $15.

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Maxim Group Initiates Coverage On Interactive Strength with Buy Rating, Announces Price Target of $15

Kura Sushi USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRUS#NASDAQ">KRUS</a>) reported better-than-expected third-quarter financial results and raised<a href="https://www.benzinga.com/quote/KRUS/earnings"> its FY25 sales guidance on Tuesday.</a>
Kura Sushi USA reported quarterly earnings of 5 cents per share which beat the analyst consensus estimate of a loss of 1 cent per share. The company reported quarterly sales of $73.965 million which beat the analyst consensus estimate of $71.832 million.
Kura Sushi USA raised its FY2025 sales guidance from $275.00 million-$279.00 million to $281.00 million.
Hajime Uba, President and Chief Executive Officer of Kura Sushi, stated, &#8220;The third quarter was a very busy one for us, between rolling out the new reservation system, investigating new market opportunities, and building out our IP pipeline and strategizing on how to get the most out of our Bikkurapon collaborations. I&#8217;m extremely pleased with the results on all three fronts, and very proud of the efforts by our team members to capture the full opportunity of the summer season and set ourselves up for a great fiscal 2026.&#8221;
Kura Sushi shares fell 13.2% to trade at $75.00 on Wednesday.
These analysts made changes to their price targets on Kura Sushi following earnings announcement.
<ul class="wp-block-list">
<li>Roth Capital analyst George Kelly reiterated Kura Sushi USA with a Buy and raised the price target from $89 to $106.</li>
<li>Lake Street analyst Mark Smith maintained the stock with a Buy and raised the price target from $62 to $98.</li>
<li>Barclays analyst Jeffrey Bernstein maintained Kura Sushi USA with an Equal-Weight rating and raised the price target from $71 to $75.</li>
</ul>
Considering buying KRUS stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="600" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09123124/image-102-1024x600.png" alt="" class="wp-image-978748" style="width:679px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09123124/image-102-1024x600.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09123124/image-102-300x176.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09123124/image-102-768x450.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/09123124/image-102.png 1086w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<li><a href="https://www.benzinga.com/news/25/07/46320283/this-microsoft-analyst-turns-bullish-here-are-top-5-upgrades-for-wednesday">This Microsoft Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday</a></li>
</ul>
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These Analysts Boost Their Forecasts On Kura Sushi USA Following Upbeat Q3 Results

Live On CNBC, Bill Baruch Announces Launched Mining Portfolio

Loop Capital analyst Jeffrey Stevenson maintains TopBuild (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>) with a Buy and raises the price target from $360 to $400.

Loop Capital Maintains Buy on TopBuild, Raises Price Target to $400

<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="900" height="600" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/09024932/xinzi-0709-900x600-1.png" alt="" class="wp-image-15526" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/09024932/xinzi-0709-900x600-1.png 900w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/09024932/xinzi-0709-900x600-1-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/09024932/xinzi-0709-900x600-1-768x512.png 768w" sizes="(max-width: 900px) 100vw, 900px" /></figure>
Despite reporting a net loss and falling revenue last year, the thin-film solar packaging firm has doubled the size of its Nasdaq share sale
<h4 class="wp-block-heading">Key Takeaways:</h4>
<ul class="wp-block-list">
<li>Xinzi Optoelectronics has filed for a Nasdaq IPO, reporting its revenue fell last year as China's solar industry suffers from massive overcapacity</li>
<li>The company is banking on robust demand, citing forecasts that predict sales of its core thin-film solar products will more than double between 2019 and 2029</li>
</ul>
Hangzhou Xinzi Optoelectronics Technology Co. Ltd.'s&nbsp;(XZ.US) new decision to supersize its Nasdaq IPO may be raising some eyebrows, especially given its weak financials and growing wariness of U.S. investors towards Chinese companies.
Instead of joining the recent stampede by Chinese companies flocking to Hong Kong, the relatively small solar film maker packaging chose the Nasdaq, where it first filed to list in March. Now, Xinzi&nbsp;<a href="https://www.sec.gov/Archives/edgar/data/2017732/000164117225017299/formf-1a.htm">disclosed</a>&nbsp;last week it is raising its offering by 150%, from an original 1.5 million shares to 3.8 million, giving it a potential market cap of up to $116 million.
Xinzi is a niche player in the market for thin-film products, making packaging that is used to protect standard solar modules. Such films can also be mounted on windows and other transparent surfaces to generate electricity, though their power conversion rates are generally lower than traditional solar panels.
Xinzi's confidence behind its upsized offer may come from a growing market for its thin film products, whose global sales were worth 9.9 billion yuan ($1.4 billion) in 2024 and are forecast to rise to 15.5 billion yuan by 2029, according to third-party market research in its prospectus. The company is focusing on customers in the Suqian Economic Development Zone in Jiangsu province, including industry major&nbsp;Trina Solar&nbsp;(688599.SS).
Xinzi says companies in the zone have the annual capacity to produce solar panels with up to 40 GW of power generation, or 400 million square meters of panels annually, which would require 800 million square meters of co-extrusion film as packaging. We should point out that a big portion of that capacity is probably sitting idle right now due to huge overcapacity in China's solar sector, though that glut should ease over time.
Xinzi plans to build eight co-extrusion film packaging production lines, anticipating growing demand for its products. It also began exporting its products in 2022, with a focus on the Vietnamese market that has become a favored destination for Chinese solar manufacturers looking to avoid Western tariffs on panels made in China.
A successful listing would make Xinzi the second Chinese solar company to go public on the Nasdaq this year, following&nbsp;Skycorp Solar Group's listing in March. Skycorp's shares are down 35% since its listing, which doesn't bode too well for Xinzi.
Xinzi's own business hardly looks encouraging over the last three years. Its revenue has been dropping steadily, from $38 million in 2022 to $32.8 million in 2023 and $25 million last year. Over that period, it slipped from a $1.8 million profit in 2022 to a loss of $340,050 last year.
Like everyone else in its sector these days, Xinzi is suffering from falling prices due to overcapacity, with many companies now producing at a loss. The average selling prices for two of Xinzi's core products, transparent and white ethylene vinyl acetate (EVA), and polyolefin elastomer (POE), declined by 26% and 21% last year, respectively.
<h4 class="wp-block-heading">Stabilizing business</h4>
On a more positive note, Xinzi's cost of sales declined by 23% from $29 million in 2023 to $22.5 million in 2024. And revenue remained stable from the first half to the second half of 2024, with $12.6 million in sales in the first six months and just a slightly smaller $12.5 million in the second half. Similarly, the company returned to the black toward the end of last year, reporting a $360,000 profit in the second half after a $700,000 loss in the first half.
Xinzi says it was the ninth largest manufacturer of transparent PV film packaging in 2023. Market leader&nbsp;Hangzhou First Applied Material&nbsp;(603806.SH) has a current market cap is 36.7 billion yuan, and a relatively strong price to sales (P/S) ratio of 2.07. A ratio at that level would value Xinzi at just $50 million – quite a bit lower than the valuation it's aiming for between $75 million and $112 million.
China controls over 80% of the solar power supply chain, which makes it vulnerable protectionist tariffs by the U.S. and others. But the biggest problem facing the industry right now is overcapacity, after producers aggressively expanded their output over the last few years in anticipation of booming demand. The industry lost a combined $40 billion in 2024, said Trina chairman Gao Jifan at a recent industry event in Shanghai, adding that most manufacturers are now losing money.
China's National Development and Reform Commission (NDRC), its top planning agency, held an on online meeting in February calling for a ban on the addition of new capacity. While that hasn't happened, Gao called for sector cleanup through mergers and production cutbacks.
Despite the industry's recent pains, there's no doubt that solar power is the wave of the future. Installed capacity for the green power source is doubling every three years, accounting for 40% of global electricity demand growth in 2024, according to Ember, an energy think tank. Installed capacity grew by 33% in 2024 to over 2 terawatts (TW) worldwide, though the growth rate is expected to slow to 10% this year, according to SolarPowerEurope, an industry association.
Part of the slowdown will come from the U.S., which represents about 8% of the global solar power market. Last year, the U.S. added a record 50 GW of capacity, up 21% over 2023. That is unlikely to be matched in the next few years, as President Donald Trump phases out incentives for new solar installation.
Xinzi plans to sell its IPO shares for $4 to $6 each, which would raise about $19 million at the middle of that range. It could use some of that money to expand its production lines and cultivate exports. It has gradually expanded its customer base, with revenue from its largest customer decreasing from 55% of its total in 2023 to 32% in 2024.
At the end of the day, Xinzi is a relatively small fish in China's massive solar pond, with unsteady sales and profits over the last three years. Still, its situation appears to be stabilizing, and its upsized fundraising goal could show that someone believes in the company's future. Now, it will be up to mainstream Wall Street investors to decide if they agree with that more upbeat outlook.

Equities

Commodities

IPOs

Opinion

Xinzi Ups the Ante With Larger Nasdaq IPO Even As Delisting Risks Grow For Chinese Firms

<a href="https://www.benzinga.com/news/25/05/45336180/former-openai-cto-mira-muratis-2b-ai-startup-thinking-machines-lab-sets-50m-investment-minimum-backed-by-andreessen-horowitz-and-sequoia-capital">Mira Murati</a>, the former chief technology officer of OpenAI, is leading one of Silicon Valley's new ventures, and she's putting her money where her mouth is. After leaving OpenAI in late 2023, Murati quietly launched Thinking Machines Lab, an AI company that's already causing waves,<a href="https://www.businessinsider.com/muratis-new-ai-startup-salary-technical-talent-2025-6"> Business Insider</a> reports.
According to Business Insider, the company has been offering some of the most exceptional compensation in the artificial intelligence industry. Two technical employees were hired at $450,000 annually, and another scored a $500,000 base salary. A fourth, who holds the title of machine learning specialist and co-founder, also receives $450,000 per year. These figures only reflect base salary, not bonuses or equity, which are common additional incentives in startups.
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The numbers come from H-1B visa filings, which publicly disclose compensation for non-U.S. residents. While most companies guard salary details, this data offers a rare look behind the curtain, Business Insider says. For context, <a href="https://www.benzinga.com/news/topics/25/07/46195343/on-the-front-line-of-chinas-ai-ambitions-openai-flags-zhipu-ai-as-rising-rival-backed-by-1-4b-state-funding">OpenAI</a> is paying an average salary of just under $300,000 to its technical team. Anthropic, another major AI player, pays closer to $387,000. Thinking Machines Lab's average is a stunning $462,500.
<h2 class="wp-block-heading">Why Top AI Talent Is Flocking To Murati's Vision</h2>
Thinking Machines Lab raised $2 billion in seed funding at a $10 billion valuation before launching a single product. According to Business Insider, Murati has also managed to attract some of the brightest minds in AI. Her team now includes Bob McGrew, OpenAI's former chief research officer, researcher Alec Radford, Chat-GPT co-creators John Schulman, Barret Zoph, and Alexander Kirillov, a collaborator on ChatGPT's voice mode alongside Murati.
Business Insider says that Thinking Machines Lab&#8217;s website gives little away, stating only that the company is building systems that are more customizable, general-purpose, and better understood by users. Still, the aggressive hiring and sky-high salaries suggest something much bigger is in play.
Trending: BlackRock is calling 2025 the year of alternative assets. <a href="https://www.benzinga.com/money/masterworks">One firm from NYC has quietly built a group of 60,000+ investors who have all joined in on an alt asset class previously exclusive to billionaires like Bezos and Gates.</a>
<h2 class="wp-block-heading">Meta, OpenAI, And The $100 Million Talent War</h2>
OpenAI CEO Sam Altman recently claimed that Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has been offering $100 million signing bonuses to lure away top AI talent, Business Insider says. Around the same time, Meta struck a $14.3 billion deal to take a 49% stake in Scale AI, intensifying the race for top researchers.
According to<a href="https://www.entrepreneur.com/business-news/ai-startup-tml-from-ex-openai-exec-mira-murati-pays-500000/494108"> Entrepreneur</a>, six senior OpenAI researchers have already made the jump to Meta, joining the tech giant's newly formed superintelligence team. Among them are Shuchao Bi, a co-creator of ChatGPT's voice mode, and Shengjia Zhao, who played a key role in synthetic data research and helped build ChatGPT itself.
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This wave of departures adds pressure to a talent war already driven by record-high compensation offers. While OpenAI grapples with the losses, leadership is taking action behind the scenes, Entrepreneur says. In a memo sent to staff by Chief Research Officer Mark Chen, OpenAI outlined plans to "recalibrate" salaries and explore new ways to keep top contributors engaged. Altman is said to be personally involved in reshaping the company's strategy to stay competitive.
Thinking Machines Lab is establishing itself as a major player in a competitive landscape defined by soaring salaries and high-stakes talent moves. With a founder deeply involved in the creation of ChatGPT and compensation packages that rival the industry&#8217;s top offers, the company is taking a seat as a central force in the evolving AI ecosystem.
Read Next: Over the last five years, the price of gold has increased by approximately 83% — Investors like Bill O&#8217;Reilly and Rudy Giuliani are using this platform to <a href="https://www.benzinga.com/money/american-hartford-gold">create customized gold IRAs to help shield their savings from inflation and economic turbulence.&nbsp;</a>
Image: Shutterstock

Ex-OpenAI Exec Mira Murati's New Startup Offers $500,000 Salaries As Meta And Sam Altman Fight To Keep AI Talent

Nutanix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTNX#NASDAQ">NTNX</a>) has outperformed the market over the past 5 years by 15.46% on an annualized basis producing an average annual return of 29.76%. Currently, Nutanix has a market capitalization of $20.64 billion. 
Buying $1000 In NTNX: If an investor had bought $1000 of NTNX stock 5 years ago, it would be worth $3,645.71 today based on a price of $76.99 for NTNX at the time of writing.
<h3>Nutanix's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752078618_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.

NTNX

$1000 Invested In Nutanix 5 Years Ago Would Be Worth This Much Today

Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is getting a boost from Oppenheimer analyst Brian Schwartz, who has upgraded the tech giant's stock rating to Outperform with a <a target="_blank" href="https://www.benzinga.com/quote/MSFT/analyst-ratings" rel="noreferrer noopener">forecast of $600</a>.
As the company navigates the rapidly evolving landscape of artificial intelligence (AI), Schwartz believes Microsoft is poised to capitalize on its strong Azure growth and innovative AI solutions like Copilot, which could significantly increase revenue in the coming years.
Schwartz evaluates Microsoft's positioning and potential risks in the emerging agentic AI landscape, including a scenario-based outlook for Copilot, broader agentic AI initiatives, and Azure-deployed partner AI revenue through fiscal year 2030.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46312219/microsoft-replit-team-up-to-bring-vibe-coding-to-enterprise-ai-agents-let-anyone-build-software-no-code-required" rel="noreferrer noopener">Microsoft, Replit Team Up To Bring ‘Vibe Coding' To Enterprise: AI Agents Let Anyone Build Software, ‘No Code Required'</a>
According to the analyst, Microsoft's strong Azure growth will keep driving investor interest in its AI business, which is still not fully priced.
He sees room for upside as AI revenue scales and expects Microsoft to be viewed as "one of the long-term AI winners in software."
Schwartz also highlights Microsoft's rare ability to deliver a high-margin, high-growth "Rule of 60" profile at scale, supporting premium valuation.
<h2 class="wp-block-heading">Microsoft's AI Advantage Unveiled</h2>
The analyst maintains a bullish view, noting Microsoft is best positioned among peers to benefit from the continued modernization of applications via cloud and AI adoption.
In contrast, other tech players such as UiPath Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) and VMware may face share losses.
Strong AI tailwinds are expected to fuel higher Azure consumption and support Microsoft's long-term earnings growth trajectory.
Schwartz highlights that under a bull-case scenario for 2026, Microsoft's AI-related revenue could rise to $45 billion—30% of Azure's projected $150 billion total.
EPS is modeled at $17.71, with a P/E multiple of 35x, implying a stock price of $625, or 26% upside. Free cash flow could hit $94 billion, with a similar valuation yielding the same price forecast.
<h2 class="wp-block-heading">Projected Growth Speeds Ahead</h2>
The analyst estimates Microsoft's AI revenue could reach $67 billion by fiscal year 2027, making up 39% of Azure's total.
By fiscal year 2030, AI revenue could scale to $276 billion, representing 74% of Azure's business—driven by strong spending momentum beyond calendar year 2026.
The analyst writes that the consensus may be overly cautious about Microsoft's AI upside, especially given the modest early impact of Copilot.
Price Action: MSFT shares are trading higher by 0.94% to $501.29 at last check Wednesday.
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Tech

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MSFT

PATH

AI Might Just Make Microsoft The Top Dog For Years With $276 Billion Revenue Potential

Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) remains rangebound around $109,000, with analysts speculating when and if a <a href="https://www.benzinga.com/money/bitcoin-price-prediction">breakout will occur.</a>
What Happened: Crypto analyst Kevin said in his Patreon group that Bitcoin is currently trading above key macro levels, including the golden pocket and the 1.703 Fib at $106,800, a bullish sign. 
However, it still needs to break and hold above the $112,000–$116,000 range to confirm a strong higher-time-frame uptrend.
A minor downtrend resistance has been broken, opening the door for upside continuation.
The broader macro backdrop is favourable &#8211; inflation is under control, the labour market is strong, and rate cut expectations are solidifying. 
The upcoming third quarter earnings will also shed light on broader market sentiment.
While typical Q3 seasonality tends to be weak, there&#8217;s no clear reason preventing crypto from pushing higher. 
The setup is promising, and the clock is ticking, ready for any direction.
Also Read: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46304975/bitcoin-robinhood-coinbase-surged-30-to-100-in-q2-whats-next">Bitcoin, Robinhood, Coinbase Surged 30% To 100% In Q2: What&#8217;s Next?</a>
What's Next: Crypto trader XO <a href="https://x.com/Trader_XO/status/1942931315399000555">marked</a> a key inflection zone between $109,750–$109,850. 
He advised watching closely for acceptance or rejection here to determine next directional move. Losing it will trigger a move back to the $107,000 point of control.
Trader XO noted that the market remains responsive, favoring mean reversion. 
He believes continuing fading extremes, until a clear breakout from the current 5-day composite range, will confirm a directional intent.
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</ul>
Image: Shutterstock

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

Cryptocurrency

$BTC

Bitcoin Teetering At $109,000: Where's It Headed Next?

Keefe, Bruyette &amp; Woods analyst Meyer Shields maintains Brown &amp; Brown (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRO#NYSE">BRO</a>) with a Underperform and raises the price target from $102 to $104.

Keefe, Bruyette & Woods Maintains Underperform on Brown & Brown, Raises Price Target to $104

DA Davidson analyst Kevin Fitzsimmons maintains Business First Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BFST#NASDAQ">BFST</a>) with a Buy and raises the price target from $29 to $31.

BFST

DA Davidson Maintains Buy on Business First Bancshares, Raises Price Target to $31

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PENG#NASDAQ">PENG</a>) surged in early trading on Wednesday following the company's announcement of strong fiscal <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46316722/aehr-test-systems-posts-downbeat-sales-joins-rxsight-vertical-aerospace-and-other-big-stocks-moving-lower-in-wednesdays-pre-market-session">third-quarter earnings.</a>
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
JPMorgan On Penguin Solutions
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ac4af2b85e930001e6383f/samik-chatterjee">Analyst Samik Chatterjee</a> reiterated a Neutral rating, while raising the price target from $18 to $21.
Penguin Solutions reported its earnings for the fiscal third quarter that topped expectations and raised its full-year earnings outlook, Chatterjee said in a note. He added, however, that the earnings upside was primarily due to cost discipline and one-time events.
Revenues came in short of expectations, disappointing investors looking for upside in Advanced Computing revenue trends, the analyst stated. "Modestly softer than expected revenues in Advanced Computing is led by lumpiness of revenues and timing, while the upside to demand drivers in Memory are expected to be more sustainable in the medium term by the company," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Rosenblatt Securities On Penguin Solutions
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59972d99803ad30001fc246d/kevin-cassidy">Analyst Kevin Cassidy</a> reaffirmed a Buy rating and price target of $27.
Penguin Solutions reported revenue of $324 million, down sequentially and coming in below the consensus of $328 million, Cassidy said. Management guided to revenue growth of 17% or minus 2% for the full year, he added.
The company reiterated Advanced Computing revenue growth of 15%-25%, while raising the lower end of Integrated Memory revenue growth from 20%-30% to 25%-30%, the analyst stated. "Penguin Solutions also gained a new customer through its collaboration with SK Telecom (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKM#NYSE">SKM</a>)," he further wrote.
Needham On Penguin Solutions
Analyst Nick Doyle maintained a Buy rating and price target of $27.
Memory continued to outperform, with revenues from the segment growing 24% sequentially to $130 million, "driven by strong demand across Computing, Networking, and Telecom verticals," Doyle said. Advanced Computing revenues contracted by 34% sequentially to $132.5 million, "as the prior quarter benefited from a major hyperscale deployment that did not repeat," he added.
"However, five new customer bookings (including a new BioTech vertical) and a growing pipeline YTD give us confidence in out quarter estimates," the analyst further wrote.
PENG Price Action: Shares of Penguin Solutions had risen by 7.2% to $22.72 at the time of publication on Wednesday.
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Photo: Shutterstock

Earnings Beats

Reiteration

Penguin Solutions, Inc. - Ordinary Shares

PENG

Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback

Keefe, Bruyette &amp; Woods analyst Meyer Shields maintains Axis Capital Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXS#NYSE">AXS</a>) with a Outperform and raises the price target from $118 to $121.

Keefe, Bruyette & Woods Maintains Outperform on Axis Capital Holdings, Raises Price Target to $121

Canaccord Genuity analyst Susan Anderson maintains e.l.f. Beauty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) with a Buy and raises the price target from $114 to $150.

Canaccord Genuity Maintains Buy on e.l.f. Beauty, Raises Price Target to $150

Live On CNBC, Steve Weiss Announces Bought More XLI Industrial ETF

Canaccord Genuity analyst Jason Tilchen maintains Super Group (SGHC) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SGHC#NYSE">SGHC</a>) with a Buy and raises the price target from $14 to $15.

SGHC

Canaccord Genuity Maintains Buy on Super Group (SGHC), Raises Price Target to $15

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/07/2025-07-09_05h25_20.jpg" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Copper At Record High</h4>
Please <a href="https://thearorareport.com/stock-market-chart-analysis-taco-trade-mc-07092025">click here</a> for an enlarged chart of United States Copper Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPER#NYSE">CPER</a>).
Note the following:
<ul class="wp-block-list">
<li>The chart shows that copper jumped to a new high yesterday on Trump&#8217;s threat to impose 50% tariffs on copper.</li>
<li>The chart shows that zone 1, previously the resistance zone, has now become the support zone.</li>
<li>RSI on the chart shows that copper is overbought but still has room to run.</li>
<li>The chart shows that the volume was heavy, indicating conviction.</li>
<li>There was a time when copper was in our ZYX Allocation Core Model Portfolio.  If it was not for Trump often changing his mind, copper would have been added to our ZYX Allocation Core Model Portfolio.</li>
<li>As full disclosure, Freeport-McMoRan Inc (FCX), the world&#8217;s largest copper producer by mined volume is in our ZYX Buy Core Model Portfolio.  In the Portfolio that surrounds our Core Model Portfolio, there are two other copper producers First Quantum Minerals Ltd (FQVLF) and Taseko Mines Ltd (TGB).  As full disclosure, yesterday a signal was given by us to take advantage of the strength in FQVLF by taking partial profits.</li>
<li>TGB provides an exceptional opportunity for investors who believe that Trump will not chicken out and actually impose large tariffs on imported copper.  The reason is the Florence Copper Project in Arizona, which is 100% owned by TGB.  As full disclosure, We gave a new signal this morning in our ZYX Buy on TGB to take partial profits.</li>
<li>Copper is important, especially for EVs, the electrification of the economy, and AI data centers.&nbsp; Copper is the third most consumed metal after iron and aluminum.&nbsp; About one-half of the copper used in the US is imported.&nbsp; Copper is also known as Dr. Copper due to the impact of copper on the economy.</li>
<li>Trump is also threatening a 200% tariff on pharmaceutical imports.&nbsp; So far, pharmaceutical stocks are only showing a mild reaction because the plan appears to be to give about 18 months for pharmaceutical supply chains to shift.</li>
<li>FOMC minutes will be released at 2 pm ET.  We will study them closely for clues about the Fed&#8217;s policies.  The FOMC minutes may be market moving.</li>
<li>In April 2025, when President Trump paused reciprocal tariffs and claimed he would have 90 trade deals in 90 days.&nbsp; The stock market believed Trump and staged a strong rally that is still continuing.&nbsp; The stock market kept going up when more announcements from the administration came out that they were close to several deals.&nbsp; Now, 90 days have passed, and Trump has extended the deadline from July 9th to August 1st; however, there are only two deals.&nbsp; One of those deals is with the UK and the other with Vietnam.&nbsp; There is also a partial deal with China.</li>
<li>You may be thinking that Trump produced only two deals when 90 were promised — this should cause the stock market to pull back.  However, the stock market is showing no signs of pulling back.  This is classic strong bull market behavior, where investors totally ignore the negative news and believe in the most positive interpretation of the news.  Historically in strong bull markets, the stock market gets totally divorced from reality.</li>
<li>Striking deals is proving more difficult than the administration thought.&nbsp; Now, Trump is sending letters to several countries threatening harsh tariffs.&nbsp; The stock market is seeing buying as more investors join the TACO(Trump Always Chickens Out) trade.&nbsp; Investors believe that when it is all said and done, Trump will likely give in, and the tariffs will not be as harsh.</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are positive in Amazon.com, Inc. (AMZN), Alphabet Inc Class C (GOOG), Meta Platforms Inc (META), Microsoft Corp (MSFT), NVIDIA Corp (NVDA), and Tesla Inc (TSLA).
In the early trade, money flows are negative in Apple Inc (AAPL).
In the early trade, money flows are positive in SPDR S&amp;P 500 ETF Trust (SPY) and Invesco QQQ Trust Series 1 (QQQ).
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin is seeing buying.
<h4 class="wp-block-heading">Arora Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.  Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors. 
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

Market Summary

Broad U.S. Equity ETFs

CPER

Copper Hits A Record On Trump's Threat, More Investors Join TACO Trade, Fed Minutes Ahead

JPMorgan analyst Michael Rehaut reiterated the Underweight rating on LGI Homes, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LGIH#NASDAQ">LGIH</a>), lowering the<a href="https://www.benzinga.com/quote/LGIH/analyst-ratings" target="_blank" rel="noreferrer noopener"> price forecast from $52 to $47.</a>
On July 4, the company announced<a href="https://www.benzinga.com/pressreleases/25/07/g46255479/lgi-homes-inc-reports-june-and-second-quarter-2025-home-closings-and-announces-date-for-second-qua" target="_blank" rel="noreferrer noopener"> it closed on 457 homes</a> in June 2025, lower than<a href="https://investor.lgihomes.com/news-releases/news-release-details/lgi-homes-inc-reports-june-and-second-quarter-2024-home-closings" target="_blank" rel="noreferrer noopener"> 571 homes in June </a>2024. As of June 30, 2025, LGI Homes had 146 active selling communities.
Rehaut revised his model after LGI Homes&#8217; second quarter of fiscal year 2025 data showed 1,323 closings — below expectations — leading to EPS estimate reductions to $1.32, $5.64 and $7.20 for second quarter, full year 2025 and full year 2026, respectively; down from $1.58, $6.37 and $7.96, respectively.
Also Read: <a target="_blank" href="https://www.benzinga.com/real-estate/25/06/45831855/gen-z-turns-to-siblings-and-side-hustles-to-afford-homes-amid-soaring-prices" rel="noreferrer noopener">Gen Z Turns To Siblings And Side Hustles To Afford Homes Amid Soaring Prices</a>
The analyst reiterated an Underweight rating on LGI Homes, pointing to its valuation as unattractive.
The stock trades at approximately 9.3x and 7.3x estimated EPS for 2025 and 2026, respectively, compared to smaller-cap peers averaging around 8.5x and 7.7x.
Its 0.6x price-to-book ratio also lags the peer average of 0.95x, amid expectations of subpar margins and one of the weakest ROEs in the sector through 2026.
The analyst's price forecast of $47 is based on a 6.5x multiple of 2026 estimated EPS.
The company plans to release financial results for the second quarter ended June 30, 2025, before the market opens on Tuesday, Aug. 5, 2025.&nbsp;
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, LGIH stock has lost over 36% in the past year.
LGIH Price Action: LGI Homes shares are trading higher by 2.26% to $53.90 at publication on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46314139/polymarket-bettors-see-50-chance-of-fed-september-rate-cuts-as-trump-turns-up-heat-on-powell" target="_blank" rel="noreferrer noopener">Polymarket Bettors See 50% Chance Of Fed September Rate Cuts As Trump Turns Up Heat On Powell</a></li>
</ul>
Courtesy: LGI Homes

LGIH

JPMorgan Sticks To Bearish Call On LGI Homes As June Closings Disappoint

Keefe, Bruyette &amp; Woods analyst Sanjay Sakhrani maintains American Express (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) with a Outperform and raises the price target from $360 to $371.

Keefe, Bruyette & Woods Maintains Outperform on American Express, Raises Price Target to $371

Keefe, Bruyette &amp; Woods analyst Ryan Krueger maintains Ameriprise Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>) with a Market Perform and raises the price target from $520 to $550.

Keefe, Bruyette & Woods Maintains Market Perform on Ameriprise Finl, Raises Price Target to $550

Press Releases

Edgewell Personal Care Company to Webcast a Discussion of Fourth Quarter and Fiscal Year 2024 Results on November 7, 2024

Edgewell Personal Care Announces Fourth Quarter and Fiscal 2024 Results; Provides 2025 Outlook

Edgewell Personal Care to Webcast Fireside Chat at the Morgan Stanley Global Consumer and Retail Conference

Edgewell Personal Care Company to Webcast a Discussion of First Quarter Fiscal Year 2025 Results on February 10, 2025

Edgewell Personal Care Announces First Quarter Fiscal 2025 Results

Edgewell Personal Care to Webcast Fireside Chat at the 46th Annual Raymond James Institutional Investors Conference

Edgewell Personal Care Company to Webcast a Discussion of Second Quarter Fiscal Year 2025 Results on May 7, 2025

Edgewell Personal Care Announces Second Quarter Fiscal 2025 Results

Hawaiian Tropic Embarks on Bold New Chapter with Launch of "Tana Sutra" Campaign Featuring Alix Earle

Edgewell Personal Care Releases its 2024 Sustainability Report

AXIL Brands

BellRing Brands

Coty

Big Tree Cloud Holdings Limited - Ordinary Shares

Big Tree Cloud Holdings

Estee Lauder Companies, Inc. (The) Common Stock

Estee Lauder Cos

e.l.f. Beauty

Edgewell Personal Care Company Common Stock

FitLife Brands

Herbalife

Honest Co

Interparfums

Kenvue

Lifevantage

Medifast

Nature's Sunshine Products, Inc. - Common Stock

Natures Sunshine Products

Natural Health Trends Corp. - Commn Stock

Natural Health Trends

Nu Skin Enterprises

Olaplex Hldgs

Safety Shot

The Beauty Health Company - Class A Common Stock

Beauty Health

United-Guardian

Unilever

Upexi

Usana Health Sciences

Waldencast

Yatsen Holding Limited American Depositary Shares, each representing twenty (20) Class A Ordinary Shares

Comments

Edgewell Personal Care

Edgewell Personal Care (EPC) Opzioni

Edgewell Personal Care (NYSE:EPC) Azioni, Catena delle Opzioni

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