Intelligent Bio Solutions 株価情報 (NASDAQ: INBS)

最新ニュース Intelligent Bio Solutions (NASDAQ:INBS) 株価情報

Intelligent Bio Solutions

Intelligent Bio Solutions Inc is a life sciences company developing non-invasive, real-time monitoring and diagnostic tests for patients and their primary health practitioners. Its Biosensor Platform is developing and launching diagnostic tests urgently needed to help people living with chronic diseases. It also engages in the advancement of portable drug abuse testing through the analysis of fingerprint sweat. The test is non-invasive, hygienic, and fast, and screens for recent use of opioids, cocaine, methamphetamines, benzodiazepines, and marijuana. The company business through two operating segments include Commercially available Intelligent Fingerprinting Products (IFPG or IFPG segment) and, Development Stage Biosensor Platform Technology (BPT segment).

Intelligent Bio Solutions Inc. - Common Stock

Intelligent Bio Solutions Inc

Goldman Sachs analyst Brian Lee maintains Fluence Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>) with a Buy and lowers the price target from $9 to $8.

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FLNC

Goldman Sachs Maintains Buy on Fluence Energy, Lowers Price Target to $8

In the last three months, 8 analysts have published ratings on Rocket Companies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>), offering a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $13.88, a high estimate of $18.00, and a low estimate of $12.00. Marking an increase of 6.28%, the current average surpasses the previous average price target of $13.06. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813677_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Rocket Companies among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jay McCanless</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$12.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Douglas Harter</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$13.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Bose George</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$15.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Terry Ma</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$14.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Bose George</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$14.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Daniel Perlin</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$18.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Jay McCanless</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$13.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Bose George</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Underperform</td>
<td>$12.00</td>
<td>$10.50</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Rocket Companies. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Rocket Companies compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Rocket Companies's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Rocket Companies's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/RKT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Rocket Companies analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Delving into Rocket Companies's Background</h2>
Rocket Companies is a financial services company that was originally founded as Rock Financial in 1985 and is currently based in Detroit. Rocket Companies offers a wide array of services and products but is best known for its Rocket Mortgage business. The company's mortgage lending operations are split between its direct-to-consumer lending, which sees borrowers accessing the company's lending arm directly through either its mobile app or website, and its partner network where mortgage brokers and other firms use Rocket's origination process to offer loans to their customers. The company has rapidly gained market share in recent years and will also be the largest mortgage servicer in the US following its acquisition of the Mr. Cooper Group.
<h3>Rocket Companies: A Financial Overview</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Rocket Companies displayed positive results in 3M. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 161.83%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: Rocket Companies's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 1.97%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Rocket Companies's ROE stands out, surpassing industry averages. With an impressive ROE of 5.0%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Rocket Companies's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of 0.14%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: Rocket Companies's debt-to-equity ratio stands notably higher than the industry average, reaching 7.6. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Rocket Companies Stock

WIIM

DAVE

Dave shares are trading higher after the company reported strong Q1 results and raised its FY25 sales guidance.

In the latest quarter, 4 analysts provided ratings for NCR Voyix (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VYX#NYSE">VYX</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $14.0, a high estimate of $17.00, and a low estimate of $11.00. Highlighting a 13.85% decrease, the current average has fallen from the previous average price target of $16.25. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813664_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
A clear picture of NCR Voyix's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mayank Tandon</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$13.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Will Nance</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$11.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Daniel Perlin</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Mayank Tandon</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$15.00</td>
<td>$20.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to NCR Voyix. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of NCR Voyix compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of NCR Voyix's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into NCR Voyix's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/VYX/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on NCR Voyix analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Unveiling the Story Behind NCR Voyix</h2>
NCR Voyix Corp is a company providing services of digital commerce solutions for retail, restaurant, and digital banking. The company operates in three reportable segments: Retail, Restaurants, and Digital Banking. The Retail segment provides software solutions for retailers of all sizes, enhancing operational efficiency and customer experience. The Restaurants segment offers end-to-end technology solutions for food service establishments, improving operational efficiency, and customer satisfaction, and reducing costs. The Digital Banking segment serves financial institutions with cloud-based software solutions for a fully integrated digital banking experience across channels. Revenue sources include software sales and service support within each segment.
<h3>A Deep Dive into NCR Voyix's Financials</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Decline in Revenue: Over the 3M period, NCR Voyix faced challenges, resulting in a decline of approximately -14.32% in revenue growth as of 31 December, 2024. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: NCR Voyix's net margin excels beyond industry benchmarks, reaching -2.05%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): NCR Voyix's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -1.44% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): NCR Voyix's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of -0.31%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a high debt-to-equity ratio of 1.44, NCR Voyix faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>How Are Analyst Ratings Determined?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying NCR Voyix: Insights From 4 Analyst Reviews

Ratings for Shoals Technologies Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHLS#NASDAQ">SHLS</a>) were provided by 9 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $5.82, with a high estimate of $7.00 and a low estimate of $3.40. A negative shift in sentiment is evident as analysts have decreased the average price target by 8.2%. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813656_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Shoals Technologies Gr. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Osha</td>
<td>Guggenheim</td>
<td>Raises</td>
<td>Buy</td>
<td>$6.00</td>
<td>$5.00</td>
</tr>
<tr>
<td>Brian Lee</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$6.00</td>
<td>$5.00</td>
</tr>
<tr>
<td>Vikram Bagri</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$5.50</td>
<td>$4.50</td>
</tr>
<tr>
<td>Julien Dumoulin-Smith</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$3.40</td>
<td>$4.60</td>
</tr>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$7.00</td>
<td>$8.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$6.00</td>
<td>$8.00</td>
</tr>
<tr>
<td>Brian Lee</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$7.00</td>
<td>$8.00</td>
</tr>
<tr>
<td>Christopher Dendrinos</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$7.00</td>
<td>$9.00</td>
</tr>
<tr>
<td>Philip Shen</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$4.50</td>
<td>$5.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Shoals Technologies Gr. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Shoals Technologies Gr compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Shoals Technologies Gr's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into Shoals Technologies Gr's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/SHLS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Shoals Technologies Gr analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Get to Know Shoals Technologies Gr Better</h2>
Shoals Technologies Group is a provider of electrical balance of system solutions for solar energy projects, primarily in the United States. EBOS encompasses components that are necessary to carry electric current produced by solar panels to an inverter. The products are sold principally to engineering, procurement, and construction firms that build solar energy projects.
<h3>Unraveling the Financial Story of Shoals Technologies Gr</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3M period, Shoals Technologies Gr faced challenges, resulting in a decline of approximately -11.5% in revenue growth as of 31 March, 2025. This signifies a reduction in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Shoals Technologies Gr's net margin excels beyond industry benchmarks, reaching -0.35%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Shoals Technologies Gr's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -0.05% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of -0.04%, the company showcases effective utilization of assets.
Debt Management: Shoals Technologies Gr's debt-to-equity ratio is below the industry average. With a ratio of 0.25, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

SHLS

What Analysts Are Saying About Shoals Technologies Gr Stock

In the current market session, Hamilton Lane Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HLNE#NASDAQ">HLNE</a>) stock price is at $162.59, after a 0.07% drop. However, over the past month, the company's stock spiked by 18.28%, and in the past year, by 41.45%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1746813648_0.png" alt="Past Year Chart" />

<h3>Comparing Hamilton Lane P/E Against Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 31.23 in the Capital Markets industry, Hamilton Lane Inc. has a lower P/E ratio of 30.07. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1746813648_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

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HLNE

Price Over Earnings Overview: Hamilton Lane

Ouster (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OUST#NASDAQ">OUST</a>) has been analyzed by 4 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $14.42, a high estimate of $17.00, and a low estimate of $11.00. This current average reflects an increase of 6.81% from the previous average price target of $13.50. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813648_0_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Ouster. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Casey Ryan</td>
<td>WestPark Capital</td>
<td>Announces</td>
<td>Buy</td>
<td>$13.68</td>
<td>-</td>
</tr>
<tr>
<td>Colin Rusch</td>
<td>Oppenheimer</td>
<td>Announces</td>
<td>Outperform</td>
<td>$16.00</td>
<td>-</td>
</tr>
<tr>
<td>Andres Sheppard</td>
<td>Cantor Fitzgerald</td>
<td>Raises</td>
<td>Overweight</td>
<td>$11.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Kevin Garrigan</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Ouster. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Ouster compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
To gain a panoramic view of Ouster's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/OUST/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Ouster analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Get to Know Ouster Better</h2>
Ouster Inc is a provider of lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries. Ouster's products include high-resolution scanning and solid-state digital lidar sensors, Velodyne Lidar sensors, and software solutions. The company operates in the Americas, Asia and Pacific, Europe, Middle East, and Africa regions. It derives maximum revenue from Americas.
<h3>Financial Milestones: Ouster's Journey</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Ouster's remarkable performance in 3M is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 23.11%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Ouster's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of -78.88%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Ouster's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -13.46%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Ouster's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -8.93%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Ouster's debt-to-equity ratio is below the industry average. With a ratio of 0.11, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

OUST

Demystifying Ouster: Insights From 4 Analyst Reviews

Goldman Sachs analyst Eric Sheridan maintains Expedia Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) with a Buy and lowers the price target from $219 to $183.

EXPE

Goldman Sachs Maintains Buy on Expedia Group, Lowers Price Target to $183

10 analysts have shared their evaluations of Invitation Homes (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INVH#NYSE">INVH</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Invitation Homes, revealing an average target of $38.0, a high estimate of $43.00, and a low estimate of $36.00. Marking an increase of 3.83%, the current average surpasses the previous average price target of $36.60. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813638_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The standing of Invitation Homes among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Buck Horne</td>
<td>Raymond James</td>
<td>Raises</td>
<td>Outperform</td>
<td>$39.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Richard Hightower</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$39.00</td>
<td>$37.00</td>
</tr>
<tr>
<td>Julien Blouin</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$43.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Tyler Batory</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$41.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Jade Rahmani</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$37.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Brad Heffern</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$36.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Buck Horne</td>
<td>Raymond James</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$36.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Haendel St. Juste</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$36.00</td>
<td>$33.00</td>
</tr>
<tr>
<td>Richard Hightower</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$37.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Jade Rahmani</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$36.00</td>
<td>$35.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Invitation Homes. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Invitation Homes compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Invitation Homes's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Invitation Homes's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/INVH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Invitation Homes analyst ratings.</a>
<h2>Get to Know Invitation Homes Better</h2>
Invitation Homes owns a portfolio of over 85,000 single-family rental homes. The company focuses on owning homes in the starter and move-up segments of the housing market with an average sale price around $350,000 and generally less than 1,800 square feet. The portfolio is spread across 16 target markets that feature high employment and household formation growth with almost 70% of the portfolio in the Western U.S. and Florida; 15 of the 16 markets featuring average rents lower than homeownership costs.
<h3>Financial Insights: Invitation Homes</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Revenue Growth: Invitation Homes displayed positive results in 3M. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 4.4%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Real Estate sector.
Net Margin: Invitation Homes's net margin is impressive, surpassing industry averages. With a net margin of 24.54%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 1.7%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Invitation Homes's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.89% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Invitation Homes's debt-to-equity ratio is below the industry average. With a ratio of 0.83, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Significance of Analyst Ratings Explained</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

INVH

Assessing Invitation Homes: Insights From 10 Financial Analysts

Keurig Dr Pepper's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NYSE">KDP</a>) short percent of float has fallen 6.49% since its last report. The company recently reported that it has 25.98 million shares sold short, which is 2.45% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.73 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Keurig Dr Pepper Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746813633_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Keurig Dr Pepper has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Keurig Dr Pepper's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Keurig Dr Pepper's peer group average for short interest as a percentage of float is 7.62%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Looking Into Keurig Dr Pepper's Recent Short Interest

4 analysts have shared their evaluations of CVRx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVRX#NASDAQ">CVRX</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $12.75, along with a high estimate of $18.00 and a low estimate of $7.00. Experiencing a 33.77% decline, the current average is now lower than the previous average price target of $19.25. 
<img src="https://www.benzinga.com/files/images/story/2025/1746813631_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A clear picture of CVRx's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Matt O'Brien</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$12.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Robbie Marcus</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$7.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Frank Takkinen</td>
<td>Lake Street</td>
<td>Lowers</td>
<td>Buy</td>
<td>$14.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>William Plovanic</td>
<td>Canaccord Genuity</td>
<td>Lowers</td>
<td>Buy</td>
<td>$18.00</td>
<td>$23.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to CVRx. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of CVRx compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of CVRx's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of CVRx's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/CVRX/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on CVRx analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Discovering CVRx: A Closer Look</h2>
CVRx Inc is a commercial-stage medical device company focused on developing, manufacturing, and commercializing minimally invasive neuromodulation solutions for patients with cardiovascular diseases. Its proprietary platform technology, Barostim, is designed to leverage the power of the brain to address the imbalance of the Autonomic Nervous System, which causes heart failure and other cardiovascular diseases. Barostim provides Baroreflex Activation Therapy which in turn triggers an autonomic response to the heart. The majority of revenue is derived from the USA market.
<h3>CVRx: Delving into Financials</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: CVRx's remarkable performance in 3M is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 35.71%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Health Care sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: CVRx's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of -69.42%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): CVRx's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive -15.64% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of -8.16%, the company showcases effective utilization of assets.
Debt Management: CVRx's debt-to-equity ratio is below the industry average at 0.71, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

CVRX

Demystifying CVRx: Insights From 4 Analyst Reviews

Shift4 Payments's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOUR#NYSE">FOUR</a>) short percent of float has risen 9.07% since its last report. The company recently reported that it has 9.57 million shares sold short, which is 14.31% of all regular shares that are available for trading. Based on its trading volume, it would take traders 4.32 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Shift4 Payments Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746813627_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Shift4 Payments has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Shift4 Payments's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Shift4 Payments's peer group average for short interest as a percentage of float is 6.00%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

FOUR

How Is The Market Feeling About Shift4 Payments?

Yum China Holdings's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>) short percent of float has risen 7.08% since its last report. The company recently reported that it has 9.57 million shares sold short, which is 2.57% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.91 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Yum China Holdings Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746813621_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Yum China Holdings has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Yum China Holdings's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Yum China Holdings's peer group average for short interest as a percentage of float is 8.69%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

YUMC

Is the Market Bullish or Bearish on Yum China Holdings?

Goldman Sachs analyst James Schneider maintains Cogent Comms Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CCOI#NASDAQ">CCOI</a>) with a Neutral and lowers the price target from $71 to $62.

CCOI

Goldman Sachs Maintains Neutral on Cogent Comms Hldgs, Lowers Price Target to $62

Globalstar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GSAT#NASDAQ">GSAT</a>) shares are trading lower by 13.1% to $17.55 during Friday&#8217;s session after the company reported <a href="https://www.benzinga.com/pressreleases/25/05/b45300132/globalstar-announces-first-quarter-2025-financial-results">worse-than-expected</a>&nbsp;first-quarter&nbsp;EPS and revenue.
What To Know: Globalstar reported a first-quarter 2025 net loss of 16 cents per share, wider than analyst estimates of a 2 cent loss. The $17.3 million loss also marked a slight year-over-year decline, despite a 6% revenue increase to $60 million, which missed forecasts by nearly 7%.
Service revenue grew 7% to $57.1 million, driven by wholesale capacity gains. However, 
Read Also: <a href="https://www.benzinga.com/news/25/05/45321369/kodak-kodk-stock-falls-16-after-disappointing-q1-earnings">Kodak Stock Falls 16% After Disappointing Q1 Earnings</a>
The company <a href="https://www.benzinga.com/pressreleases/25/05/b45300132/globalstar-announces-first-quarter-2025-financial-results">reaffirmed</a> its FY2025 revenue guidance of $260–$285 million with a 50% EBITDA margin. CEO Paul Jacobs cited the launch of Globalstar's two-way satellite IoT solution and leadership additions as steps toward growth in private wireless and wholesale capacity.
Operational highlights include opening a new satellite operations center and advancing next-gen satellite tech. Liquidity remains solid with $241 million in cash, despite heavy capex. 
The company says it continues to monitor global trade risks, particularly tariffs, but expects minimal direct impact.
Read Also: <a href="https://www.benzinga.com/news/25/05/45323142/tesla-stock-rises-friday-despite-product-setbacks-and-policy-risks">Tesla Stock Rises Friday Despite Product Setbacks And Policy Risks</a>
<h2 class="wp-block-heading">How To Buy GSAT Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Globalstar&#8217;s case, it is in the Communication Services sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, GSAT has a 52-week high of $23.63 and a 52-week low of $17.24.

GSAT

Why Globalstar (GSAT) Stock Is Trading Lower

XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) is surging as fresh whale accumulation and positive sentiment around the SEC settlement spark renewed <a href="https://www.benzinga.com/money/ripple-xrp-price-prediction">interest in the token</a>.  
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Price&nbsp;&nbsp;&nbsp;</td>
<td>Market Cap</td>
<td>24-Hour Trend</td>
<td>7-Day Trend</td>
</tr>
<tr>
<td>XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>)</td>
<td>&nbsp;$2.35</td>
<td>$137.9 billion</td>
<td>+5.1%&nbsp;</td>
<td>+6.3%&nbsp;</td>
</tr>
<tr>
<td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td>
<td>&nbsp;$103,147.73</td>
<td>$2.04 trillion</td>
<td>&nbsp;+1.8%</td>
<td>+5.9%&nbsp;</td>
</tr>
<tr>
<td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>)</td>
<td>&nbsp;$2,336.94</td>
<td>$281.9 billion</td>
<td>+14%&nbsp;</td>
<td>+26.2%&nbsp;</td>
</tr>
</tbody>
</table>
</figure>
Trader Notes: CrediBULL Crypto has gone <a href="https://x.com/CredibleCrypto/status/1920765910878486580">long</a> on XRP, citing a tight stop loss for a high risk/reward setup. He believes a sentiment flip could trigger significant upside.
Meanwhile, trader Osemka <a href="https://x.com/Osemka8/status/1920794975865852125">highlighte </a>XRP's breakout from a corrective channel. He believes XRP is structurally strong and primed to run.
XRP could either be finishing a macro topping structure or beginning a much larger move, Osemka added, suggesting BTC strength and overall bullish sentiment will determine which path it takes.
He also notes that rotating into XRP after other coins run could be a smart tactical play, as XRP has historically moved after longer accumulation periods.
Statistics: Crypto chart analyst Ali Martinez noted that whales accumulated more than 880 million XRP in the last month.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Whales have accumulated over 880 million <a href="https://twitter.com/search?q=%24XRP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$XRP</a> in the past month! <a href="https://t.co/SQWf2U1yZB">pic.twitter.com/SQWf2U1yZB</a>
&mdash; Ali (@ali_charts) <a href="https://twitter.com/ali_charts/status/1920540955205382247?ref_src=twsrc%5Etfw">May 8, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Coinglass data shows XRP long liquidations spiking to $8.5 million, the highest since April 30. Open interest surged by 13.5% to $4.57 billion, highest since early March 2025. XRP derivatives trading volume expanded by 91.2% in single day.
Community News: Fox Business reporter Eleanor Terrett <a href="https://x.com/EleanorTerrett/status/1920575044649898360">confirmed</a> that the SEC and Ripple have settled, with Ripple paying $50 million of the original $125 million penalty. 
The remainder will be returned if the court lifts the injunction. Both parties will drop appeals if the deal is approved.
This outcome removes a major overhang for XRP and is seen as a key catalyst for institutional participation.
Wellgistics, a pharmaceutical distribution firm, <a href="https://www.globenewswire.com/news-release/2025/05/08/3077096/0/en/Wellgistics-Health-Secures-50M-Credit-Facility-and-Launches-XRP-Powered-Payment-Initiative.html">announced</a> plans to use XRP as a treasury reserve asset and for real-time payments, potentially becoming one of the first public companies to integrate XRP in its core operations. 
The company cited benefits like speed, low cost, transparency, and flexibility, especially for vendor settlements in healthcare.
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://in.benzinga.com/25/05/45255884/xrp-climbs-to-2-13-as-cme-futures-launch-and-sec-settlement-drive-institutional-momentum">XRP Climbs to $2.13 as CME Futures Launch and SEC Settlement Drive Institutional Momentum</a></li>
</ul>
Image: Shutterstock

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

Cryptocurrency

$BTC

$ETH

$XRP

XRP Spikes 5% As Whales Scoop Up 880M Tokens In A Month: What Is Going On?

Goldman Sachs analyst Mark Delaney maintains Cerence (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRNC#NASDAQ">CRNC</a>) with a Neutral and raises the price target from $8 to $9.

CRNC

Goldman Sachs Maintains Neutral on Cerence, Raises Price Target to $9

Goldman Sachs analyst Richard Law maintains Celldex Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLDX#NASDAQ">CLDX</a>) with a Neutral and lowers the price target from $36 to $31.

CLDX

Goldman Sachs Maintains Neutral on Celldex Therapeutics, Lowers Price Target to $31

Goldman Sachs analyst Gabriela Borges maintains BigCommerce Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIGC#NASDAQ">BIGC</a>) with a Neutral and lowers the price target from $9.5 to $8.5.

BIGC

Goldman Sachs Maintains Neutral on BigCommerce Holdings, Lowers Price Target to $8.5

<h2 class="wp-block-heading">Introduction</h2>
QQQI has officially been trading on the stock market for 15 months. During this period of time, we've experienced both upside price appreciation as well as a proper bear market correction in the Nasdaq-100. In this post, I'm going to analyze the fund's performance and compare it to other leading Nasdaq-100 covered call ETFs such as JEPQ and QYLD.
To remind everyone, the NEOS Nasdaq-100 High Income ETF's <a href="https://neosfunds.com/qqqi/">investment objective</a> seeks to generate high monthly income in a tax-efficient manner with the potential for equity appreciation in rising markets.
QQQI is an actively-managed exchange-traded fund that seeks to achieve its investment objective by investing in a portfolio of stocks that make up the Nasdaq-100 and a call option strategy, which consists of a mix of written (sold) call options and long (bought) call options on the Nasdaq-100 Index.
The fund generates this tax-efficient monthly income by selling index options classified as Section 1256 contracts. These types of contracts receive favorable tax treatments from the IRS as explained further <a href="https://www.investopedia.com/terms/s/section-1256-contract.asp#:~:text=A%20Section%201256%20contract%20specifies,term%20capital%20gains%20or%20losses.">here</a>. Their fund managers <a href="https://youtu.be/4wVtdqaSybQ?si=CpmzU_TPmJIogX_U&amp;t=47">sell their covered call option contracts</a> 3-5% out of the money allowing for upside potential in rising markets. They also roll their contracts on a monthly basis, giving investors consistent monthly income.
Now that we're all on the same page as to what QQQI is and how the fund works behind the scenes, let's dig into the fund's performance since inception 15 months ago and compare it to other leading covered call Nasdaq-100 ETFs.
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<h2 class="wp-block-heading">Performance</h2>
Since inception, QQQI has delivered a total return of +19.9%. This +19.9% total return includes +5.1% of price appreciation, with the remainder of the return coming in the form of tax-efficient monthly income.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="674" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215216/11111-1024x674.png" alt="" class="wp-image-12664" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215216/11111-1024x674.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215216/11111-300x198.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215216/11111-768x506.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215216/11111.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
As you can see below, this tax-efficient monthly income has been very consistent in size — hovering around $0.62 per share paid to investors.
The recent pullback in the Nasdaq-100 caused the fund to pay a slightly smaller distribution to investors for the month of April as the Nasdaq-100 plummeted -16%. However, as I write this, the Nasdaq-100 is back to pre-Liberation Day highs which tells me next month's distribution should be back around that $0.62 per share range. 
On the surface, QQQI paid their shareholders a lower distribution in April — but once you dig deeper and do the math you&#8217;ll realize their April distribution remained the same on a percentage basis per share. Their NAV dropped, but the percent distribution paid per share stayed the same at 1.2% of NAV. 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="375" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215304/Screen-Shot-2025-05-08-at-4.52.51-PM-1024x375.png" alt="" class="wp-image-12665" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215304/Screen-Shot-2025-05-08-at-4.52.51-PM-1024x375.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215304/Screen-Shot-2025-05-08-at-4.52.51-PM-300x110.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215304/Screen-Shot-2025-05-08-at-4.52.51-PM-768x281.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215304/Screen-Shot-2025-05-08-at-4.52.51-PM.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Interestingly, QQQI's total return since inception is par for the course when compared to the total return of the underlying index it tracks.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="714" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215341/2222-1024x714.png" alt="" class="wp-image-12666" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215341/2222-1024x714.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215341/2222-300x209.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215341/2222-768x536.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215341/2222.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
The Nasdaq-100 has delivered a total return of +20.9% since QQQI's inception, outpacing the covered call ETF by only +1.0%. As an income-focused investor, this is as good as it gets! On a total return basis, QQQI has captured almost all of the Nasdaq-100's upside. For investors actively taking the monthly income (rather than reinvesting the distributions), it has offered tax efficiency and positive price return.
When we reflect upon how other leading Nasdaq-100 covered call ETFs performed in relation to QQQI year-to-date, we get a very different picture. QQQ's total return is -4.8%, QQQI's total return is -4.7%, JEPQ's is -6.4%, and QYLD's is -7.0%. The reason for the underperformance by the other covered call ETFs is how they're constructed. For example, QYLD has performed so poorly in relation to QQQI (and QQQ) this year because of how their fund managers are writing their covered calls — at-the-money.
When you write a covered call option contract at the money you're essentially foregoing all upside appreciation for maximum income today. Considering the volatility we've experienced year-to-date, specifically the recovery we've seen in the index since Liberation Day, QYLD has done a poor job of capturing that upside price appreciation.
JEPQ has done a better job than QYLD, specifically because they're writing out-of-the-money covered call opinion contracts, but still underperformed QQQI given their "black box" of underlying holdings.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="695" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215710/3333-1024x695.png" alt="" class="wp-image-12667" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215710/3333-1024x695.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215710/3333-300x204.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215710/3333-768x521.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215710/3333.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
As a reminder, JEPQ's investment objective is to seek current income while maintaining prospects for capital appreciation. The Fund seeks to achieve this objective by creating an actively managed portfolio of equity securities composed significantly of those included in the Fund's primary benchmark, the Nasdaq-100 Index, through equity-linked notes (ELNs), selling call options with exposure to the Benchmark.
Those "equity-linked notes" are taxed as ordinary income — which means even though JEPQ delivered a -6.4% total return as of writing, the after-tax return is much lower depending on your effective tax rate. This is very different from QQQI's Section 1256 contracts, which again, receive very favorable tax treatments from the IRS. Additionally, the holdings inside of JEPQ are not the same as the Nasdaq-100 — they're similar, but not the same.
As we look back over the last 12 months, it's obvious who's delivering a higher (more tax-efficient) yield.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="695" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215744/4444-1024x695.png" alt="" class="wp-image-12668" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215744/4444-1024x695.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215744/4444-300x204.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215744/4444-768x521.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215744/4444.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
This is also reflected below as QQQI's 1-year performance as of writing this on May 5th yields the highest trailing yield as well as the best total return.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="496" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215816/5555-1024x496.png" alt="" class="wp-image-12669" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215816/5555-1024x496.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215816/5555-300x145.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215816/5555-768x372.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/08215816/5555.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<h2 class="wp-block-heading">Summary</h2>
As an income-focused investor, it's hard for me to understand why anyone would hold JEPQ or QYLD in their portfolio. Sure, with JEPQ you're trusting veteran fund managers to find and hold "undervalued" technology stocks, which could have its perks — although we've yet to see those "perks" come to fruition. But with QYLD, there is no excuse.
You're holding an underperforming fund that has proven time and time again that it 1) will not be able to keep up with the Nasdaq-100 during times of volatility and 2) lags behind its competitors when performance is needed most.
I choose to be invested in QQQI above JEPQ and QYLD because this fund is more tax-efficient, outperforms its competitors during times of immense volatility, and does a wonderful job of turning Nasdaq-100 price appreciation into monthly income. It does this by holding all underlying constituents of the Nasdaq-100 Index (not just some cherry-picked names like JEPQ) and writing covered call option contracts 3-5% out of the money (unlike QYLD).
You might argue that 15 months of data isn't enough to make a decision — and that's understandable. However, between rising inflation, a Trump tariff tantrum, the unwind of the Yen carry trade, and every other "unpredictable" event that has caused the Nasdaq-100 to move up, down, left, right, and in circles — this is all the proof I need. Additionally, QQQI <a href="https://x.com/NEOSInvestments/status/1917573851954692218">receiving the award</a> for "Best New Active ETF" from ETF.com the other week also proves my point.
We've seen how QQQI was able to deliver very similar total returns to the Nasdaq-100 while providing tax-efficient monthly income to its investors. The same can't be said about JEPQ nor QYLD.
Disclaimer: This is not financial advice or recommendation for any investment. The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. I/we have a beneficial long position in the shares of QQQI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor.

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