Lyell Immunopharmaの空売り状況は、投資家がLyell Immunopharmaの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Lyell Immunopharma (NASDAQ:LYEL) 株価情報, 空売り情報

LYELL IMMUNOPHARMA INC

Lyell Immunopharma

Lyell Immunopharma Inc is a clinical-stage cell therapy company. It has a pipeline of product candidates for patients with solid tumors utilizing ex vivo genetic and epigenetic T-cell reprogramming technologies. The company's product pipeline includes, LYL797, LYL119, LYL845 among others.

Lyell Immunopharma Inc

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Reuters Cites Shell Spokesperson Saying Co Focused On Capturing Value In Shell Through Continuing To Focus On Performance, Discipline And Simplification.

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ADIL

Adial Pharmaceuticals shares are trading higher after the company announced it secured AD04 production agreements with Cambrex and Thermo Fisher Scientific ahead of its New Drug Application submission to the FDA for the treatment of Alcohol Use Disorder.

Live On CNBC, Brian Sullivan Says "BP Could Be Split In Sale"

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Greenlane Holdings shares are trading lower after the company announced a 1-for-750 reverse stock split.

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform <a href="https://www.benzinga.com/topic/chipmakers">the AI front-runner.</a>
Despite rising nearly 14% through the end of June, Nvidia now lags behind a group of chipmakers delivering significantly stronger gains.
Crucially, Nvidia&#8217;s long-held outperformance over the broader chip sector—tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>)—has nearly evaporated in the first half of the year.
Is this just a pause in Nvidia's dominance, or the beginning of a more permanent shift in the AI hardware race?
<h3 class="wp-block-heading">Nvidia Is No Longer The Top Chip Gainer</h3>
After dominating the AI-fueled bull runs of 2023 and 2024, Nvidia has posted a modest year-to-date gain of 13.6% as of June 25, fully recovering from a Deepseek-driven selloff in January. 
But while Nvidia is in the green, several rival chipmakers have surged ahead.
Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) leads the pack, up 44.5% through June. KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) follows with a 40.4% gain, and Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has jumped 32.9%. 
Other notable performers include Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) with a 24% rise, Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) up 19.1% and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) gaining 14.7%.
By contrast, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has added 13%, nearly matching Nvidia, while the broader sector tracked by the Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) rose 10%.
This marks a reversal from 2024, when Nvidia soared 179.3%, more than doubling the returns of TSM, which gained 93.8%.
In 2023, Nvidia delivered a staggering 236.5% return, leaving AMD (+116.5%) and Broadcom (+100.1%) in the dust. That level of dominance is now being challenged. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Stock Name</th>
<th>YTD Gain (as of June 25,2025)</th>
<th>2024 Performance</th>
<th>2023 Performance</th>
</tr>
</thead>
<tbody>
<tr>
<td>Micron Technology Inc. </td>
<td>+44.5%</td>
<td>+2.3%</td>
<td>+63.5%</td>
</tr>
<tr>
<td>KLA Corp. </td>
<td>+40.4%</td>
<td>+9.5%</td>
<td>+48.8%</td>
</tr>
<tr>
<td>Lam Research Corp. </td>
<td>+32.9%</td>
<td>-7.5%</td>
<td>+80.9%</td>
</tr>
<tr>
<td>Arm Holdings PLC </td>
<td>+24.0%</td>
<td>+70.6%</td>
<td>—</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc. </td>
<td>+19.1%</td>
<td>-18.2%</td>
<td>+116.5%</td>
</tr>
<tr>
<td>Broadcom Inc. </td>
<td>+14.7%</td>
<td>+107.8%</td>
<td>+100.1%</td>
</tr>
<tr>
<td>Nvidia Corp. </td>
<td>+13.6%</td>
<td>+179.3%</td>
<td>+236.5%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Mfg. </td>
<td>+13.0%</td>
<td>+93.8%</td>
<td>—</td>
</tr>
<tr>
<td>Invesco PHLX Semiconductor ETF </td>
<td>+10.0%</td>
<td>+20.2%</td>
<td>+60.9%</td>
</tr>
</tbody>
</table>
</figure>
<h3 class="wp-block-heading">Why Is The AI Leadership Rotating?</h3>
The sector rotation may reflect a broadening investor focus across the AI hardware stack.
While Nvidia continues to dominate AI accelerators, analysts see expanding opportunities in memory, manufacturing, and equipment, where companies like Micron, Lam and KLA are well-positioned.
In a note shared Wednesday, Bank of America analyst Vivek Arya estimated that the global AI data center market could grow from about $250 billion today to about $1 trillion by 2030, reflecting a 26% compound annual growth rate.
That growth rate is more than three times faster than overall IT spending, which Arya expects to rise at an 8% pace.
More than $800 billion of the projected $1 trillion market could be allocated to generative AI computing, networking and storage infrastructure.
AI servers are expected to dominate spending, accounting for roughly 80–85% of the total addressable market, or about $700 billion—including approximately $650 billion in accelerators. Networking is projected to capture 10–15%, or $74 billion, while storage will represent around 5%, or $39 billion. 
By 2030, total spending on AI data center systems is forecast to exceed 10% of global IT expenditures and make up more than 80% of all data center infrastructure outlays.
&#8220;We expect every major country/region to invest in creating its independent&nbsp;sovereign&nbsp;AI factory, trained in local language, culture, generating high-tech employment, and serving critical healthcare, defense, industrial, financial and cyber needs,&#8221; Arya said.
According to Bank of America Nvidia is expected to retain more than 80% of the AI accelerator market over time, while AMD is projected to hold around 5%. 
&#8220;Nvidia remains key beneficiary, but the rising tide is also positive Broadcom, AMD, Marvell, optical, foundry, memory, and semicap peers,&#8221; he added. 
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46081553/nvidia-stock-forecast-trump-china-golden-cross-ai">Nvidia&#8217;s Big Moment Is Back—Stock Exploded 500% The Last Time This Happened</a></li>
</ul>
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SOXX

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

HIVE Digital Technologies Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HIVE#NASDAQ">HIVE</a>) is putting its money, or rather, its Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>), where <a href="https://www.benzinga.com/topic/bitcoin">its mouth is.</a>
While most Bitcoin miners scramble for capital or take on high-interest debt, HIVE is doing something different: using the BTC on its balance sheet to fund growth. But as CFO Darcy Daubaras admits in an exclusive email interview with Benzinga, this strategy is a double-edged sword.
<h2 class="wp-block-heading">Bitcoin As Balance Sheet Fuel — With Volatility Risk Baked In</h2>
"Utilizing Bitcoin from our treasury to fund growth provides us with flexibility without incurring debt," Daubaras says. "However, it demands disciplined timing and robust treasury management."
Translation? It's bold, but not without danger. Bitcoin's notorious price swings could wreak havoc on HIVE's liquidity and net asset position. In plain terms: when BTC dips, so might HIVE's wiggle room.
This isn&#8217;t just a paper risk either. Daubaras warns that volatility can "affect borrowing capacity, financial covenants, and risk tolerance among lenders or investors." In a downturn, just when capital is most needed, HIVE could find itself handcuffed.
Read Also: <a href="https://www.benzinga.com/25/04/44895610/hive-powers-up-new-100mw-facility-sets-stage-for-25-ehs-bitcoin-blitz">HIVE Digital Energizes Paraguay Site With Major Bitcoin Mining Expansion</a>
<h2 class="wp-block-heading">No Collateral, No Cushion: HIVE's High-Stakes Strategy Explained</h2>
And the regulatory fog doesn't help. Shifting accounting standards for crypto assets could complicate how this balance sheet strategy plays out. Yet, despite these risks, Daubaras is clear on one thing: "HIVE does not use our BTC as a pledge or as collateral against debt or other obligations."
In other words, they're not gambling the house. Still, they're definitely playing high-stakes poker.
It's a sharp contrast to competitors who are piling on debt or diluting shareholders. HIVE's play is leaner, greener (they use hydro power), and highly leveraged—but only in terms of Bitcoin conviction.
Investors watching this bet unfold should ask: can HIVE time the market well enough to turn Bitcoin into a sustainable growth engine?
Or will the very asset that makes HIVE unique become its biggest constraint?
It's a bold bet—and a reminder that crypto remains a double-edged tool in capital strategy.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46096008/cathie-woods-2030-math-tesla-rockets-past-spacex-by-5-7t">Cathie Wood&#8217;s 2030 Math: Tesla Rockets Past SpaceX By $5.7T</a></li>
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Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

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HIVE

EXCLUSIVE: Bitcoin Is HIVE's War Chest - Who Needs Bankers?

BBLG

Bone Biologics shares are trading lower after the company announced a mixed shelf offering of up to $35 million.

Bristol Myers Squibb &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) and its subsidiary Celgene Inc. face antitrust <a href="https://www.benzinga.com/topic/legal">allegations in a civil lawsuit</a>.
Cigna Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CI#NYSE">CI</a>) accuses both companies of unlawfully extending their monopoly on the multiple myeloma drug pomalidomide, marketed as Pomalyst.
The complaint argues that the pharmaceutical giants engaged in fraudulent patent practices, abuse of the court system, and anticompetitive deals to delay generic competition, resulting in billions of dollars in overcharges to drug purchasers.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/45723383/bristol-myers-inks-11-billion-licensing-pact-with-biontech-for-bispecific-cancer-drug" rel="noreferrer noopener">Bristol Myers Inks $11 Billion Licensing Pact With BioNTech For Bispecific Cancer Drug</a>
Purchasers of this $2.25 billion a year drug—like Cigna—have overpaid for pomalidomide by many hundreds of millions, &#8220;if not billions, of dollars,&#8221; the lawsuit alleged.
Bloomberg Law published a copy of the lawsuit online Tuesday.
According to the lawsuit, Celgene secured method-of-use and formulation patents for pomalidomide by intentionally misleading the U.S. Patent and Trademark Office.
The company allegedly withheld information about earlier patents from a Boston Children's Hospital doctor and submitted false expert declarations claiming they overcame "unexpected" drug stability issues.
The suit claims those statements were knowingly false, as scientists had long addressed such challenges with thalidomide analogs through standard techniques. Without this fraudulent conduct, the patents would not have been granted, and generics could have entered the market earlier.
Celgene also allegedly filed a series of sham lawsuits to block potential competitors, fully aware that the patents in question were either invalid or easily circumvented.
These lawsuits were based on patents obtained through fraud or were so weak that no reasonable company could expect to win. Despite this, Celgene pursued litigation to delay generic entry and protect inflated drug prices.
&#8220;The lawsuits were a sham because no reasonable litigant in Celgene's position would have expected to prevail in showing that the patents at issue (method of treatment, formulation, and crystal form) were both valid and infringed,&#8221; Cigna <a target="_blank" href="https://www.bloomberglaw.com/public/desktop/document/vCelgeneCorporationetalDocketNo125cv05237SDNYJun242025CourtDocket?doc_id=X23NN7JB1SC8AMBB0IK58OQETGN" rel="noreferrer noopener">said</a> in the complaint.
The complaint further alleges that Celgene and Bristol Myers made reverse payments to generic manufacturers to delay market entry.
These settlements, including those tied to another Celgene drug, Revlimid, created coordinated output restrictions and delivered hundreds of millions in excess profits to generic competitors.
The arrangement maintained artificially high prices for Revlimid and Pomalyst. The generic launch for Pomalyst—set for the first quarter of 2026—coincides with the end of the Revlimid restriction. 
The lawsuit claims that Celgene paid generic drugmakers—Aurobindo, Eugia, Breckenridge, Natco, and Teva—to drop their efforts to challenge patents for the drug pomalidomide and delay launching cheaper versions in the U.S. market.
It also alleges that Celgene and Bristol Myers delayed generic versions of Pomalyst by offering large payments for related settlements over another drug, Revlimid.
Pomalyst and Revlimid are prescription medicines used to treat adults with multiple myeloma.
During the first quarter of 2025, Revlimid sales reached $936 million, down 44% year over year. Pomalyst/Imnovid sales fell <a href="https://www.benzinga.com/general/biotech/25/04/44986472/bristol-myers-delivers-upbeat-2025-forecast-after-beating-q1-wall-street-expectations-says-guidance-includes-china-tariffs-impact" target="_blank" rel="noreferrer noopener">24% to $658 million</a>.
Benzinga reached out to Bristol Myers for commentary but have not heard back. 
Price Action: BMY stock is down 0.59% at $46.75 at the last check on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/06/46095115/from-nyse-to-hong-kong-over-80-chinese-firms-pull-plug-on-us-listings-amid-growing-tensions" target="_blank" rel="noreferrer noopener">From NYSE To Hong Kong: Over 80 Chinese Firms Pull Plug On US Listings Amid Growing Tensions</a></li>
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Image: Shutterstock

Biotech

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Bristol Myers Faces Scrutiny For Allegedly Rigging Market On $2B Cancer Drug

Reuters Cites Shell Spokesperson Saying Co Focused On Capturing Value In Shell Through Continuing To Focus On Performance, Discipline And Simplification

IPOs

Kandal M Venture Opened For Trade At $4.76/Share At 12:00 ET; Shares Halted On Circuit Breaker To The Upside At $5.33/Share

Shares of Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) are trading lower while BP PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>) shares are surging Wednesday afternoon following a Wall Street Journal <a href="https://www.wsj.com/business/energy-oil/shell-in-early-talks-to-acquire-rival-bp-2233591a">report</a> that the two British energy giants are in early-stage talks for a historic merger. 
What To Know: The potential deal $80 billion deal, which would be the largest in the oil and gas sector in a generation, could create a European behemoth to rival American giants ExxonMobil and Chevron.
Preliminary discussions come as both companies navigate the global transition to renewable energy. A combined entity would command a significant share of the world&#8217;s oil and gas production and LNG capacity. A merger could unlock substantial synergies, streamlining operations and reducing costs.
Read Also: <a href="https://www.benzinga.com/quote/SHEL/analyst-ratings">SHEL Analyst Ratings</a>
What Else: However, the path to a deal is likely fraught with challenges. Antitrust regulators in the United Kingdom, United States and European Union would undoubtedly scrutinize the consolidation of two of the world&#8217;s largest energy suppliers. 
The potential implications are vast, promising to reshape the competitive landscape of the global energy market. For shareholders, the deal could unlock value but also introduces significant execution risk.
Price Action: According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, BP shares are trading higher by 7% to $31.92 Wednesday afternoon. SHEL shares are meanwhile lower by 3.76% to $67.50.
Read Also: <a href="https://www.benzinga.com/quote/BP/analyst-ratings">BP Analyst Ratings</a>
<h2 class="wp-block-heading">How To Buy SHEL 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 Shell&#8217;s case, it is in the Energy 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.
Image: Shutterstock

Shell In Talks To Acquire BP In Mega-Merger: Report

<a href="https://x.com/zelenskyyua/status/1937904978045149579?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg" title="https://x.com/zelenskyyua/status/1937904978045149579?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg">https://x.com/zelenskyyua/status/1937904978045149579?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg</a>

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Economics

Ukraines Zelenskyy Posts On X "I had a good meeting with @POTUS in The Hague. ...We discussed the protection of our people with the President — first and foremost, the purchase of American air defense systems to shield our cities, our people, churches, and infrastructure. Ukraine is ready to buy this equipment and support American weapons manufacturers. Europe can help. We also discussed the potential for co-production of drones. We can strengthen each other."

Citigroup analyst Ariel Rosa maintains FedEx (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) with a Buy and lowers the price target from $267 to $259.

Price Target

Citigroup Maintains Buy on FedEx, Lowers Price Target to $259

ALMU

Aeluma shares are trading higher after the company announced it has been added to the Russell 3000 Index.

Shares of FedEx Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) were down Wednesday, despite the company reporting <a href="https://www.benzinga.com/markets/earnings/25/06/46083842/fedex-q4-earnings-revenue-eps-beat-estimates-shares-slide-on-soft-guidance">upbeat fiscal fourth-quarter results</a> <a href="https://www.benzinga.com/markets/earnings/25/06/46083842/fedex-q4-earnings-revenue-eps-beat-estimates-shares-slide-on-soft-guidance">on Tuesday</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">BofA Securities On FedEx</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ad9358b85e930001f9718a/ken-hoexter">Analyst Ken Hoexter</a> reiterated a Buy rating, while reducing the price target from $270 to $245.
FedEx posted adjusted earnings of $6.07 per share, representing 12% year-on-year growth and coming in higher than Street expectations of $5.81 per share, Hoexter said in a note. The beat was driven by Freight, he added.
FedEx's shares came under pressure after the company guided to adjusted earnings $3.40-$4 per share for the fiscal first quarter, below consensus estimate of $4.03 per share, the analyst stated. 
"FedEx refrained from providing a F2026 EPS outlook given uncertainty on trade policy and macro developments, marking the first time since 2020 it withheld a full-year outlook," the analyst further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">Stifel On FedEx</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5af2e4afca26bd0001e8b287/j.-bruce%20chan">Analyst Bruce Chan</a> maintained a Buy rating, while cutting the price target from $329 to $315.
FedEx reported mixed results, which was expected, with "incremental headwind" from a slowdown in U.S.-China trade, Chan said. Although FedEx is "working closely with customers to understand their needs," capacity requirements remain volatile due to changes in tariffs, he added.
"In expectation of further shifting trade dynamics over the next several months and residual demand uncertainty, management refrained from issuing the typical full-year guidance," the analyst wrote. He reduced the adjusted earnings estimates for fiscal 2026 and 2027 from $20.46 per share to $18.75 per share and from $23.50 per share to $22.50 per share, respectively.
<h1 class="wp-block-heading">Goldman Sachs On FedEx</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e8b4e0e1e7bd60001d9d07b/jordan-alliger">Analyst Jordan Alliger</a> reaffirmed a Buy rating and price target of $290.
The positive in FedEx's results was the 8% growth in overall EBIT versus an estimated year-on-year decline, Alliger said. This came in amid the tariff-related uncertainties, he added.
"Net, net it is very difficult to forecast current earnings for a company so intertwined with global trade and given the evolving trade landscape," the analyst wrote. He reduced the earnings estimate for fiscal 2026 from $19.50 per share to $18.80 per share.
FDX Price Action: Shares of FedEx declined by 2.37% to $242.06 at the time of publication on Wednesday.
Read More: • <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46093477/fedex-issues-soft-guidance-joins-torrid-holdings-allot-and-other-big-stocks-moving-lower-in-wednesdays-pre-market-session">FedEx Issues Soft Guidance, Joins Torrid Holdings, Allot And Other Big Stocks Moving Lower In Wednesday&#8217;s Pre-Market Session</a>
Photo: Shutterstock

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FedEx Analysts Cut Estimates After Company Withholds Full-Year 2026 Guidance For 'First Time Since 2020'

RBC Capital Markets analyst David Paige reiterated an Outperform rating on TD Synnex Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNX#NYSE">SNX</a>) and maintained a $145 price forecast, citing strong billings growth, solid free cash flow, and conservative guidance positioning the company for potential outperformance in the <a href="https://www.benzinga.com/quote/SNX/analyst-ratings">second half of fiscal 2025</a>.
Paige&#8217;s $145 price target is based on 10.5 times his calendar 2026 EPS estimate of $13.69, above TD Synnex&#8217;s five-year average of 9.7 times. This reflects confidence in a re-rating driven by margin improvement and a recovery in IT spending.
Paige noted that the company&#8217;s third-quarter and second-half fiscal 2025 guidance appears conservative. Estimates are above consensus due to strong PC demand, a rebound in networking, and growth in Hyve.
The company expects Q3 adjusted EPS of $2.75–$3.25, slightly below the consensus estimate of $2.96. Revenue guidance is $14.7B—$15.5B, and gross billings are $21B—$22B.
The company also reaffirmed its $1.1 billion free cash flow target for fiscal 2025, supporting its shareholder-friendly capital allocation strategy.
Related: <a href="https://www.benzinga.com/markets/earnings/25/06/46075307/td-synnex-q2-gross-billings-soar-double-digits" target="_blank" rel="noreferrer noopener">TD SYNNEX Q2 Gross Billings Soar Double Digits</a>
Despite some risks in July and August and potential weakness in Asia-Pacific, Paige sees upside potential for full-year earnings, projecting adjusted EPS of $12.10, above the company&#8217;s guidance of $11.50–$12.00.
Paige also highlighted Hyve&#8217;s momentum, supported by 19% growth, improved working capital and expanding capabilities. Networking&#8217;s return to growth is seen as a positive, with steady demand expected moving forward.
The analyst attributes double-digit growth to strong demand from SMBs, MSPs, and public sector customers, with no major risks expected from government efficiency initiatives.
The analyst flagged margin pressures, with gross margin down 21bps year over year to 4.8%, impacted by Hyve&#8217;s mix and unrealized losses. However, Hyve margins are expected to improve in the second half of fiscal 2025.
Price Action: At the last check on Wednesday, SNX shares were trading lower by 1.62% at $134.62.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46097002/kraft-heinz-analyst-longer-bearish-amid-review-strategic-alternatives" target="_blank" rel="noreferrer noopener">This Kraft Heinz Analyst Is No Longer Bearish Amid Review Of Strategic Alternatives</a></li>
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Image: Shutterstock

Synthetix Network Token - United States Dollar

$SNX

RBC Analyst Sees Growth Potential In TD Synnex Despite Short-Term Margin Pressures

Press Releases

Lyell to Highlight Vision for its Next-Generation CAR T-Cell Therapy Pipeline at 43rd Annual JP Morgan Healthcare Conference

Lyell Immunopharma Announces Participation in Upcoming Investor Conferences

Lyell Immunopharma Reports Business Highlights and Financial Results for the Fourth Quarter and Full Year 2024

Lyell Immunopharma Receives Regenerative Medicine Advanced Therapy (RMAT) Designation for LYL314 for the Treatment of Relapsed and/or Refractory Large B-Cell Lymphoma

Lyell Immunopharma Announces Oral Presentation of New Clinical Data from the Phase 1/2 Trial of LYL314 for the Treatment of Large B-cell Lymphoma at the International Conference on Malignant Lymphoma (ICML) 2025

Lyell Immunopharma Reports Business Highlights and Financial Results for the First Quarter 2025

Lyell Immunopharma to Participate in the Goldman Sachs Global Healthcare Conference

Lyell Immunopharma Strengthens Clinical and Commercial Capabilities with Key Board and Executive Appointments

Lyell Immunopharma Announces Positive New Clinical Data Demonstrating High Rates of Durable Complete Responses from the Phase 1/2 Trial of LYL314 for the Treatment of Aggressive Large B-cell Lymphoma

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