Top Stories from The Trader Times

It is clear that the stocks of education companies represent an industry trend. On Thursday (April 25), Strategic Education (STRA) delivered strong figures. It is an education services company that provides access to quality education through on-campus and online post-secondary education programs. It also offers programs to develop pre-vocational skills for high-demand markets. Through the Education...

Stride had a record quarter, with a 23% increase in profits and 9% more enrollments. AI is being used in back-end processes, for tutoring and is expected to become an important tool for teachers and students to better learn and create content. In the US model portfolio, we have celebrated great success with the AI stocks around NVIDIA, Super Micro and Dell. But we have also started to focus...

Munters has been providing energy-efficient air treatment and air conditioning solutions since 1955. Net sales in Q1 increased by 11%, mainly due to major orders in the Data Center Technologies segment. Munters is building a new factory in Ireland to meet the growing demand for innovative and sustainable cooling solutions for data centers. Munters is a leading global provider of energy-efficient...

Steico manages to increase net profit by 184.5% to €5.9 million in the first quarter. At 11.6%, the EBIT margin is above the 2024 target corridor. Steico's business should be at the turning point for the positive. The share should soon break out of the bottom. The construction of single and multi-family homes and renovations are suffering from the rise in interest rates. Demand for houses...

Schneider Electric generates 21% of its revenues with data center and network solutions. The company expects demand to remain strong! Kepler has upgraded the rating from Hold to Buy with a target of €250, as a cyclical recovery is expected from the second half of the year. Schneider Electric (860180) is one of the stocks at the 52-week high that should be on the watch list due to the data...

The aviation industry appears to have largely recovered from the pandemic, at least to the extent that airlines can now look ahead again and plan for the long term. They want to further expand their business through strategic investments. The share reached a new all-time high and the pre-coronavirus level in March 2024. This momentum could provide further upward movement. SkyWest (NASDAQ:...

Mobileye has orders on the books for 46 million EyeQ6 chips. This will enable assisted driving for the mass market. Series production will start in 2025. Mobileye's pace of growth could pick up next year. The automotive industry is undergoing a transition to autonomous, electrified and connected driving. A race for the robot car has begun. With its vision systems, Mobileye (MBLY) is one...

Defense stocks are in demand again following Iran's attack on Israel. Lockheed Martin (LMT) is also attracting attention on April 15 with an estimated $17.7 billion major contract from the US Missile Defense Agency (MDA). As the prime contractor, the multi-year contract to supply the Next Generation Interceptor (NGI) is intended to modernize the Ground-Based Midcourse Defense (GMD) program, which includes...

Infineon has increased its market share in automotive chips by 100 basis points to 14% in 2023. For microcontrollers, it is even at 29% Defying the weak demand for electric cars. Twice as much chip content is installed in an electric car as in a combustion engine. The age of AI is increasing the energy consumption of data centers. Infineon improves energy efficiency in data centers with its...

The technology group Microsoft could double its earnings per share before the end of the decade, the American weekly magazine Barron's quoted Morgan Stanley analyst Keith Weiss as saying. He referred to the strong traction in the areas of cloud computing and AI software. Morgan Stanley expects annual growth in earnings per share of 16% Weiss assumes that Microsoft could achieve annual revenue...

Tecnoglass (TGLS), a leading supplier of architectural glass and windows, relocated its headquarters to the USA, where 95% of its revenue is generated, only last quarter. Despite higher mortgage interest rates, the core business with single-family homes in key markets with high population growth remains stable. This grew again last year from $306 million to $335 million. In 2020, this was only $71...

Zebra Technologies (ZBRA) delivers a comprehensive portfolio of RFID devices, barcode scanners, label printers, smart sensors and cameras, as well as cloud solutions and mobile autonomous robots for workflow automation. According to Barclays analysts, Zebra is well positioned with long-term drivers in the areas of automatic identification and data capture (AIDC) and enterprise asset intelligence (EIA)....

On Friday, April 5, Elon Musk announced the unveiling of the Tesla Robotaxi on the online platform X with the slogan "Tesla Robotaxi unveil on 8/8". Accordingly, the presentation of the autonomous vehicle is planned for August 8th. No further details were initially announced. For years, the billionaire has been promising that Tesla will drive autonomously, and the potential of self-driving cars has...

STAAR Surgical (STAA) specializes in implantable contact lenses (ICLs), which offer alternatives to traditional contact lenses or other visual aids such as glasses. These can be implanted in just 20 to 30 minutes with minimally invasive procedures and offer UV protection and a lower risk of drying out or inflammation of the eyes thanks to the proprietary collamer material. They are used to treat myopia...

The shares of clothing manufacturer and retailer Levi Strauss & Co (LEVI) have recovered significantly since the fall, but were recently rejected at a resistance zone. Now the renewed attack should take place after the company presented its quarterly figures on Wednesday evening (April 3). The company, which is particularly known for its jeanswear, is pursuing a strategy of being a leader with...

Apple's latest research suggests that the company is on the cusp of becoming a leader in the field of artificial intelligence (AI). According to Evercore ISI analysts, overcoming the challenges of local data processing, known as on-device inference, could pave the way for a new iPhone boom. In this context, Evercore ISI analyst Daryanani reiterates his bullish view on Apple by issuing a Buy recommendation...

IONOS receives a surprising major contract worth up to €410 million for the development of a secure cloud solution for the federal administration. The order could be a door opener and IONOS benefits from the digitization of the public sector. Profit estimates for the coming years should rise. The news from IONOS (A3E00M) on 04-02-2024, which the group published after Easter, is a real...

The company is highly regarded worldwide and works with the majority of leading law firms and Fortune 100 companies. CRAI's revenues are cyclically resilient and benefit from a number of tailwinds. CRAI's margins have gradually improved and are now at an attractive level. CRA International (NASDAQ: CRAI) is a global consulting firm that provides economic, financial and management consulting...

SGL Carbon is a comeback story if the sale of the carbon fiber division is successful. The focus will then shift to the high-growth graphite segment. Deutsche Bank is bullish and sees 70% potential of up to €11.70. The SGL Carbon share (723530) could be on the verge of a comeback. The company is active in several segments. The segment with the highest revenues and earnings is Graphite...

The shares of the electric car manufacturer Tesla (TSLA) rose significantly at the start of trading on Tuesday, after the shares had recently jumped due to an announced price increase for the Model Y. The Italian newspaper Il Sole 24 Ore has now reported that the electric vehicle manufacturer has contacted the Ministry of Industry regarding the possible production of electric trucks in Italy. Serious...

With its decision of 03-22-2024, the Federal Council clears the way for pure biodiesel at filling stations. The demand for "verbiodiesel" made from rapeseed oil should increase. Cheap imports of mislabeled biodiesel from China have depressed biodiesel prices. Now the pressure is easing. Prices should have bottomed out. A new phase of EPS growth is expected from 2025. €1.72 could be earned....

On February 22, Tennant signed an exclusive technology agreement with Brain Corp. to accelerate the innovation and adoption of AI-powered autonomous floor cleaning robots. I reported on this early on. With the signing of the agreement, it was announced that the new X4 ROVR would be launched on the market as early as Q2 2024. This is the company's First purpose-built autonomous mobile robot (AMR)....

Init believes it is only at the beginning of an exceptionally strong growth phase. In 2024, revenue could increase by up to 23%. The infrastructure programs worth billions are being received by Init customers, who are placing larger orders with Init. Incoming orders in the 1st quarter exceeded €200 million. The Init share (575980) could be discovered in the small cap segment, as the company...

Kura Sushi has transferred its successful concept from Japan to the USA. Craig Hallum analysts call Kura Sushi the best growth story in the restaurant sector The use of conveyor belts, robots and an innovative freshness system called "Mr.Fresh" revolutionizes the sushi experience, while personalized service and gamification elements enrich the customer experience. Many restaurants are...