Ultime notizie per Hour Loop (NASDAQ:HOUR) Azioni

Hour Loop

Hour Loop Inc is a technology-enabled consumer products company that uses machine learning and data analytics to design, develop, market, and sell products. Hour Loop predominantly operates through online retail channels such as Amazon, Walmart, and Hourloop.com. The Company, as an Internet marketplace seller, sells products in multiple categories, including home/garden decor, toys, kitchenware, apparel, and electronics. It has only one segment, which is online retail (e-commerce).

WIIM

SIRI

SiriusXM Holdings shares are trading lower after the company reported mixed Q2 financial results.

STGW

Stagwell shares are trading higher after the company reported better-than-expected Q2 revenue results and issued Q3 revenue guidance above estimates.

<p>Morgan Stanley  analyst Lauren Schenk   maintains Etsy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) with a Equal-Weight and raises the price target from $50 to $54.</p>


News

Price Target

Analyst Ratings

ETSY

Morgan Stanley Maintains Equal-Weight on Etsy, Raises Price Target to $54

<p>Wells Fargo  analyst David Lantz   maintains Carvana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) with a Overweight and raises the price target from $390 to $425.</p>


CVNA

Wells Fargo Maintains Overweight on Carvana, Raises Price Target to $425

<p><figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="567" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144628/Anime-1024x567.jpg" alt="" class="wp-image-16753" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144628/Anime-1024x567.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144628/Anime-300x166.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144628/Anime-768x426.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144628/Anime.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure></p>
<h2 class="wp-block-heading">Macro Backdrop: Deportations And Secondary Sanctions</h2>
<ul class="wp-block-list">
<li><strong>Deportation flights</strong>&nbsp;– already happening, and about to accelerate. ICE removals have been trending higher all year, and the new&nbsp;<em>One Big Beautiful Bill</em>&nbsp;("OBBB") gives the agency fresh money for detention beds and charter flights. Car accidents are already&nbsp;<a href="https://www.zerohedge.com/political/auto-accidents-fall-10-major-cities-amid-reports-lighter-traffic" target="_blank" rel="noreferrer noopener">down 10% in major cities</a>, but this doesn't seem priced in yet in shares of the largest publicly-traded auto insurer in the U.S.,&nbsp;<strong>The Progressive Corporation</strong>&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PGR#NYSE">PGR</a>).</li>
<li><strong>Secondary sanctions on Russian oil</strong>&nbsp;– proposed but not yet implemented. President Trump said last Sunday that he would move up the deadline for 100 % tariffs on any country that keeps buying Russian crude. Trump followed that with this Truth Social post early on Thursday:</li>
</ul>
<p><figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="946" height="871" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144753/2.jpg" alt="" class="wp-image-16754" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144753/2.jpg 946w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144753/2-300x276.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31144753/2-768x707.jpg 768w" sizes="(max-width: 946px) 100vw, 946px" /></figure></p>
<p>India- and China-linked ETFs have barely blinked:<strong>&nbsp;iShares MSCI India</strong>&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INDA#NYSE">INDA</a>) was only down about 2% from last Friday's close as of last night. It looks like the odds—and the potential fallout of secondary tariffs—are under-discounted.</p>
<h3 class="wp-block-heading">Why Trump is likely to act</h3>
<p><figure class="wp-block-table"><br />
<table class="has-fixed-layout">
<thead>
<tr>
<th>Driver</th>
<th>What's changed</th>
<th>Why it boosts the odds</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>U.S. economy</strong></td>
<td>S&amp;P 500 erased April's dip, Q2 GDP grew 3 %, and June ran a federal surplus.</td>
<td>Strength backs the idea that tariffs don't wreck growth.</td>
</tr>
<tr>
<td><strong>Hill politics</strong></td>
<td>Senate still eager to punish Russia.</td>
<td>"Secondary sanctions" give cover for steep tariffs that would otherwise draw flak.</td>
</tr>
<tr>
<td><strong>Trade agenda</strong></td>
<td>Re-industrialization and lower deficits.</td>
<td>Sanctions let Trump levy &gt; 100 % tariffs without looking reckless.</td>
</tr>
</tbody>
</table>
<p></p></figure></p>
<hr class="wp-block-separator has-alpha-channel-opacity" />
<h3 class="wp-block-heading">Why China&nbsp;<em>and</em>&nbsp;India will keep buying Russian oil</h3>
<p><figure class="wp-block-table"><br />
<table class="has-fixed-layout">
<thead>
<tr>
<th>&nbsp;</th>
<th>China</th>
<th>India</th>
</tr>
</thead>
<tbody>
<tr>
<td>Share of imports</td>
<td>15–20 % (~2 mbpd)</td>
<td>35–40 % (~1.9 mbpd)</td>
</tr>
<tr>
<td>Strategic logic</td>
<td>Cuts reliance on seaborne oil that the U.S. Navy could blockade.</td>
<td>Cheapest feedstock for a price-sensitive economy.</td>
</tr>
<tr>
<td>Work-arounds</td>
<td>Yuan settlement, dark-fleet tankers, pipeline crude.</td>
<td>Limited: would need to pay up in spot markets.</td>
</tr>
</tbody>
</table>
<p></p></figure></p>
<hr class="wp-block-separator has-alpha-channel-opacity" />
<h3 class="wp-block-heading">India's bigger downside if sanctions hit</h3>
<ol class="wp-block-list">
<li><strong>Oil shock</strong>&nbsp;– Losing 40 % of supply would slam the rupee and spike CPI.</li>
<li><strong>U.S. export exposure</strong>&nbsp;– America takes 18 % of India's exports; 100 % tariffs would hammer IT services, pharma, and textiles.</li>
<li><strong>Economic buffers</strong>&nbsp;– Lower per-capita income and thinner fiscal space than China.</li>
<li><strong>Few substitutes</strong>&nbsp;– Middle-East or U.S. barrels cost more and take longer to ship.</li>
</ol>
<p><em>China, by contrast, has a $18 trillion economy, state bank financing, and years of experience dodging Iran/Venezuela sanctions.</em></p>
<hr class="wp-block-separator has-alpha-channel-opacity" />
<h3 class="wp-block-heading">Trading the mispricing</h3>
<ul class="wp-block-list">
<li><strong>Secondary Sanctions:&nbsp;</strong>We're going to use the Portfolio Armor iPhone app to find the optimal puts to hedge against a &gt;10% drop in INDA over the next several months and buy those.&nbsp;</li>
</ul>
<ul class="wp-block-list">
<li><strong>Deportations:&nbsp;</strong>We've got a custom options trade designed to profit from PGR climbing over the next ~18 months while reducing cost and theta burn.</li>
</ul>
<p>Both positions play on moves the market hasn't fully priced: one policy that's&nbsp;<strong>already</strong>&nbsp;denting accident data, and another with a real chance of landing on India. If you want a heads up with the details when we place both trades, you can subscribe to the Portfolio Armor Substack below.&nbsp;</p>
<p><figure class="wp-block-image aligncenter size-full"><a href="https://blog.portfolioarmor.com/"><img loading="lazy" decoding="async" width="581" height="372" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31145117/Widget-4.jpg" alt="" class="wp-image-16756" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31145117/Widget-4.jpg 581w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/31145117/Widget-4-300x192.jpg 300w" sizes="(max-width: 581px) 100vw, 581px" /></a></figure></p>


Equities

Options

Opinion

Trading Ideas

INDA

Two Trump Policies The Market Hasn't Fully Priced In Yet

IDCC

InterDigital shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 adjusted EPS guidance above estimates. Also, the company raised its FY25 guidance above estimates.

HDSN

Hudson Technologies shares are trading higher after the company reported better-than-expected Q2 financial results. Also, Canaccord Genuity upgraded the stock from Hold to Buy and raised its price target from $6.75 to $10.5

<p>Morgan Stanley  analyst Hamza Fodderwala   maintains Check Point Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) with a Equal-Weight and lowers the price target from $230 to $215.</p>


CHKP

Morgan Stanley Maintains Equal-Weight on Check Point Software, Lowers Price Target to $215

Oil States International shares are trading lower after the company reported worse-than-expected Q2 revenue results.

<p>Morgan Stanley  analyst James Faucette   maintains Automatic Data Processing (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADP#NASDAQ">ADP</a>) with a Equal-Weight and raises the price target from $310 to $311.</p>


Morgan Stanley Maintains Equal-Weight on Automatic Data Processing, Raises Price Target to $311

Mister Car Wash shares are trading lower after UBS and Piper Sandler cut their respective price targets on the stock.

<p>Morgan Stanley  analyst Lee Simpson   maintains ARM Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) with a Overweight and lowers the price target from $194 to $180.</p>


Morgan Stanley Maintains Overweight on ARM Holdings, Lowers Price Target to $180

PBF Energy shares are trading lower after the company reported mixed Q2 financial results.

UPBD

Upbound Group shares are trading lower after the company issued Q3 sales guidance below estimates.

<p>JMP Securities  analyst Matthew Carletti   maintains The Hanover Insurance Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THG#NYSE">THG</a>) with a Market Outperform and raises the price target from $185 to $200.</p>


JMP Securities Maintains Market Outperform on The Hanover Insurance Gr, Raises Price Target to $200

<p><strong>AbbVie Inc.</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) reported second-quarter 2025 sales of $15.42 billion on Thursday, beating the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of&nbsp;$14.98 billion</a>. Sales increased 6.6% on a reported basis or 6.5% on an operational basis. The company reported adjusted earnings of $2.97, up 12.1% year over year and missing the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/n46752687/abbvie-reports-second-quarter-2025-financial-results" rel="noreferrer noopener">consensus of $3.23</a>.</p>
<p>Global net revenues from the immunology portfolio were&nbsp;$7.63 billion, up 9.5% (+9.2% on an operational basis), including-Skyrizi sales increased 62.2% (+61.8%) to $4.42 billion; Rinvoq sales reached $2.03 billion, an increase of 41.8% (+41.2%); and Humira sales fell 58.1% (-58.2%) to $1.18 billion.</p>
<p>Oncology portfolio generated sales of&nbsp;$1.68 billion, up 2.6% (+2.4%), including- Imbruvica&#8217;s net revenues were&nbsp;$754 million, down 9.5%; Venclexta&#8217;s revenues were&nbsp;$691 million, up 8.5% (+8.3%); and Elahere&#8217;s revenues were&nbsp;$159 million.</p>
<p><strong><em>Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/46001795/abbvies-migraine-drug-achieves-superiority-in-preventing-headaches-compared-to-generic-treatment-in-head-to-head-trial" rel="noreferrer noopener">AbbVie&#8217;s Migraine Drug Outperforms Generic Treatment In Head-To-Head Trial</a></em></strong></p>
<p>Neuroscience portfolio sales were&nbsp;$2.68 billion, up 24.2% (+24%), including-Vraylar net revenues were&nbsp;$900 million, up 16.3%; and Botox Therapeutic&#8217;s net revenues were&nbsp;$928 million, up 14.1% (+14.2%).</p>
<h2 class="wp-block-heading"><strong>Outlook</strong></h2>
<p>AbbVie&nbsp;raises its fiscal 2025 adjusted earnings <a target="_blank" href="https://www.benzinga.com/25/04/45011116/abbvie-q1-earnings-come-ahead-of-expectations-ceo-says-well-positioned-for-long-term" rel="noreferrer noopener">from&nbsp;$11.67-$11.87&nbsp;per share</a> to&nbsp;$11.88-$12.08&nbsp;compared to the analysts&#8217; estimate of&nbsp;$12.24.</p>
<p>This includes an unfavorable impact of&nbsp;55 cents&nbsp;per share related to acquired IPR&amp;D and milestones expense incurred year-to-date through the second quarter of 2025.</p>
<h2 class="wp-block-heading">Key Takeaways From The Earnings Call</h2>
<p>During the earnings call, the company provided important insights into its financial outlook and strategic positioning amid evolving market conditions.</p>
<p>It emphasized that its exposure to tariffs is not expected to be significantly greater than that of its industry peers. Thanks to proactive inventory management measures, the firm believes it is largely insulated from tariff-related disruptions for the remainder of the year.</p>
<p>For the third quarter, the company projects net revenues of approximately $15.5 billion, buoyed by an anticipated 1% favorable impact from foreign exchange fluctuations on sales growth.</p>
<p>The discussion also highlighted a regulatory development under the One Big Beautiful Bill Act, which exempts drugs with multiple orphan designations from Inflation Reduction Act (IRA) negotiations.</p>
<p>This exemption stands as a notable advantage for the company&#8217;s cancer therapy drug, Venclexta, potentially preserving its competitive positioning and pricing dynamics in a challenging environment.</p>
<p>Turning to its flagship product Humira, the company acknowledged that access within the U.S. market is expected to decline progressively throughout the latter half of 2025, as an increasing number of health plans adopt exclusionary formularies that limit the drug&#8217;s availability.</p>
<p>On a more optimistic note, the company conveyed strong confidence in its Parkinson&#8217;s disease portfolio. It described these assets collectively as possessing the potential to become a multi-billion-dollar growth engine over the long term, signaling an important avenue for future revenue expansion and pipeline diversification.</p>
<h2 class="wp-block-heading">Rinvoq Achieves Strong Results In Severe Alopecia Areata Trial</h2>
<p>On Wednesday, AbbVie released topline results from the first of two pivotal studies of the Phase 3 UP-AA program evaluating the safety and efficacy of upadacitinib (RINVOQ; 15 mg and 30 mg, once daily) in adult and adolescent patients with severe alopecia areata (AA) with a mean baseline SALT score of 83.8 (approximately <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">16% scalp hair coverage)</a>.</p>
<p>In Study 2, both doses of upadacitinib achieved the primary endpoint, with 44.6% and 54.3% of patients treated with upadacitinib 15 mg and 30 mg, respectively, reaching 80% or more scalp hair coverage (SALT score ≤ 20) at week 24, compared to 3.4% of <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/n46719124/abbvie-announces-positive-topline-results-from-phase-3-up-aa-trial-evaluating-upadacitinib-rinvoq-" rel="noreferrer noopener">patients receiving placebo</a>.</p>
<p>36.0% and 47.1% of patients treated with upadacitinib 15 mg and 30 mg, respectively, reached 90% or more scalp hair coverage (SALT ≤ 10), compared to 1.4% of patients receiving placebo at week 24.</p>
<p>Additional key secondary endpoints that were met included the percentage of subjects with improvements in eyebrows and eyelashes, as well as the percentage of subjects with complete scalp hair coverage (SALT=0) with both doses of upadacitinib at week 24.</p>
<p><strong>Price Action: </strong>ABBV stock is trading higher by 2.51% to $194.06 at last check Thursday.</p>
<p><strong>Read Next:</strong></p>
<ul class="wp-block-list">
<li><strong><em><a href="https://www.benzinga.com/markets/tech/25/07/46748321/waymo-cars-involved-in-collision-at-phoenix-airport-video-surfaces-online" target="_blank" rel="noreferrer noopener">Waymo Cars Involved In Collision At Phoenix Airport, Video Surfaces Online</a></em></strong></li>
</ul>
<p><em>Photo via Shutterstock</em></p>


Biotech

Earnings

Large Cap

Guidance

Health Care

Movers

General

ABBV

AbbVie Lifts Outlook, Eyes Parkinson's Assets As Next Growth Frontier

<p>Morgan Stanley  analyst Ravi Shanker   maintains ArcBest (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARCB#NASDAQ">ARCB</a>) with a Overweight and lowers the price target from $140 to $130.</p>


ARCB

Morgan Stanley Maintains Overweight on ArcBest, Lowers Price Target to $130

Vontier shares are trading higher after the company reported better-than-expected Q2 financial results and raised its FY25 sales guidance.

DFIN

Donnelley Financial Solutions shares are trading lower after the company reported worse-than-expected Q2 revenue results and issued Q3 sales guidance below estimates.

<p>Morgan Stanley  analyst Eric Serotta   maintains Altria Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MO#NYSE">MO</a>) with a Equal-Weight and raises the price target from $57 to $62.</p>


Morgan Stanley Maintains Equal-Weight on Altria Group, Raises Price Target to $62

Press Releases

Hour Loop Reports Second Quarter 2024 Results

Hour Loop Reports Third Quarter 2024 Results

Hour Loop Reports Full Year 2024 Results

Hour Loop Reports First Quarter of 2025 Results

Hour Loop Partners with Return Helper to Tackle the Challenges of a High-Tariff Era

HOUR

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Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

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eBay

Etsy

Global E Online

Groupon

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D-MARKET Electronic

JD.com, Inc. - American Depositary Shares

JD.com

Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares

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Linkage Global Inc - Class A Ordinary Shares

Linkage Global

Macy's

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MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares

MINISO Group Holding

Ollie's Bargain Outlet Holdings, Inc. - Common Stock

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PDD Holdings Inc. - American Depositary Shares

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QVC Group

QVC Group, Inc. - 8.0% Fixed Rate Cumulative Redeemable Preferred Stock

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Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares

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Ultime notizie per Hour Loop (NASDAQ:HOUR) Azioni

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