I gave a hold rating for Guidewire Software (NYSE: GWRE ) previously, as I thought the valuation was too expensive at 16x NTM revenue. I would say the setup has shifted meaningfully. There is an increasing sign of growing cloud adoptionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, ...

I gave a hold rating for Guidewire Software (NYSE: GWRE ) previously, as I thought the valuation was too expensive at 16x NTM revenue. I would say the setup has shifted meaningfully. There is an increasing sign of growing cloud adoptionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, ...

CHONGQING, CHINA - JULY 31: In this photo illustration, a smartphone displays the logo of Fortinet, Inc. (NASDAQ: FTNT), an American cybersecurity company known for its firewall and network security solutions, in front of a screen showing the company's latest stock market chart on July 31, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesFortinet (FTNT) stock achieved its fifth consecutive day of gains, resulting in a total increase of 6.9% during this timeframe. Over the ...

Safra Catz steered Oracle Corp ORCL from modest gains to a stock market juggernaut, but now the company is returning to a co-CEO setup with Clay Magouyrk and Michael Sicilia at the helm. Investors are asking the obvious question: Does history repeat itself, or is this time different?Track ORCL stock here.The Snooze Years: Catz–Hurd EraOracle previously operated under a co-CEO structure from 2014 to 2019, during which time Catz shared leadership with Mark Hurd. That period produced only ~20–30% gains over fi ...

行业概况 - 美国电信行业正经历快速变革 主要驱动因素包括数字化转型 云服务普及 远程办公 智能家居和AI应用增长 这些趋势推动高速互联网需求 [3] - 政府政策如BEAD资金计划旨在缩小农村地区数字鸿沟 进一步催化行业发展 [3] - 行业主要竞争领域包括固定宽带 无线服务和企业连接 [1] Verizon核心优势 - 公司在5G领域具有领先地位 近期获得英国Thames Freeport数十亿美元合同 将在泰晤士河口物流和制造中心部署私有5G网络 [4] - 5G技术三大支柱：毫米波频段的大规模频谱资源 端到端光纤基础设施 以及高密度小基站部署能力 [5] - 拟以200亿美元收购Frontier通信 后者拥有220万光纤用户 交易将使Verizon的光纤覆盖从720万增至1000万点位(2026年预期) [6] Verizon财务与挑战 - 资产负债率58.5% 流动比率0.61 显示较高杠杆水平 [7] - 面临AT&T等竞争对手压力 AT&T正通过收购Lumen光纤业务扩大网络密度 [7] - 2025年Zacks预测营收和EPS分别增长1.75%和1.96% 但60日内2025年EPS预期下调0.21% [13][14] Charter核心优势 - 全美第二大有线运营商 通过Spectrum品牌服务3010万客户 覆盖41个州 [1] - 投资70亿美元建设10万英里光纤网络 计划为170万点位提供对称多千兆互联网服务 [10] - 与AI移动方案商Nexar合作 利用无线网络提升车辆安全数据云端传输效率 [11] Charter财务与挑战 - 债务总额达936亿美元 资产负债率82.6% 流动比率仅0.36 [12] - 2025年Zacks预测EPS增长13.01% 但60日内预期持续下调 [14] - 当前市盈率9.48倍 高于Verizon的8.67倍 [17] 公司表现对比 - 过去6个月股价表现：Charter上涨11.9% Verizon上涨7.3% [16] - Verizon现金流强劲且股息稳定 而Charter近年收入增长更平稳但债务负担沉重 [20] - 两家公司当前Zacks评级均为"持有" [19]