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Lamar Advertising Company Prices Private Offering of Senior Notes
Globenewswire· 2025-09-22 20:52
BATON ROUGE, La., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) announced today that its wholly owned subsidiary, Lamar Media Corp. (“Lamar Media”), has agreed to sell $400.0 million in aggregate principal amount of 5.375% Senior Notes due 2033 (the “Notes”) through an institutional private placement. The Notes will be guaranteed on a senior unsecured basis by substantially all of Lamar Media’s domestic subsidiaries. The proceeds, after the payment of fees and expenses, to La ...
AppLovin's Ad Product Growing Fast, Taking Market Share
Investors· 2025-09-22 19:15
AppLovin (APP) is seeing significant growth for its advertising platform, which is just a year old, a Wall Street analyst says. Meanwhile, AppLovin stock is taking a breather after a steep climb. Jefferies analyst James Heaney on Monday reiterated his buy rating on AppLovin stock and raised his price target to 760 from 615. ANALYSIS: Weight-Loss Craze Boosts This $186 Billion Industry AppLovin's software solutions provide advanced tools for mobile app developers to grow their businesses by automating and op ...
Lamar Advertising Company Announces Proposed Private Offering of Senior Notes
Globenewswire· 2025-09-22 12:37
BATON ROUGE, La., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) announced today that it is seeking to raise approximately $400.0 million through an institutional private placement of senior notes (the “Notes”) by its wholly owned subsidiary, Lamar Media Corp. (“Lamar Media”). The Notes will be guaranteed on a senior unsecured basis by substantially all of Lamar Media’s domestic subsidiaries. The completion of the proposed offering depends upon several factors, including market ...
These 2 Growth Stocks Have Been Hammered. Time to Buy?
The Motley Fool· 2025-09-20 17:10
Two quality companies are on sale -- but only one looks like a dip worth buying right now.When great businesses sell off, investors should lean in -- but only after checking whether the fundamentals are still doing the heavy lifting. Intuitive Surgical (ISRG 0.76%), the robotic-surgery leader behind the minimally invasive da Vinci system, and The Trade Desk (TTD 1.27%), a programmatic advertising platform for the open internet, have both been under pressure this year.Both companies reported fresh quarterly ...
Roblox's Untapped Billion-Dollar Advertising Opportunity
Yahoo Finance· 2025-09-20 16:16
Shared revenue: When developers build positions for immersive ads into their games, they earn a share of the ad revenue those spots generate, creating a second income stream beyond Robux. That's critical, because Roblox's long-term health depends on keeping its creator community engaged and well compensated.Brand safety and measurement: The company has worked with firms like DoubleVerify, giving digital advertisers more confidence that the audiences they are targeting will see their campaigns in the right w ...
Jim Cramer's Warning On This Oil Stock: 'You Don't Want To Be In It' - Johnson Controls Intl (NYSE:JCI), International Money (NASDAQ:IMXI)
Benzinga· 2025-09-19 12:11
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Here's Why Meta Platforms Should Trade at a Lower Multiple Than the Rest of the "Magnificent Seven"
The Motley Fool· 2025-09-19 08:27
Meta is a great company -- but its revenue concentration and platform dependence argue for a valuation discount versus its megacap tech peers.Meta Platforms (META 0.53%) financial results have been impressive in the first half of the year. Its strong growth has been fueled by robust advertising demand and an engaged user base across its social media apps. The company, which owns Facebook, Instagram, WhatsApp, Messenger, and Threads, is making significant investments in artificial intelligence (AI) and innov ...
Canadians Echo the Trend: News Advertising Study Reveals Brands Can and Should Advertise in Trusted News Environments
Prnewswire· 2025-09-18 15:05
TORONTO, Sept. 18, 2025 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, today released new research in partnership with The Globe and Mail, highlighting a major opportunity for brands to connect with a valuable yet often overlooked audience: Canadian news junkies. Key Findings Include: Continue Reading Stagwell partners with The Globe and Mail to unveil the research at event bringing together Canadian journalists and industry leaders for discussions around the i ...
Prediction: This Is What Amazon's Stock Will Be Worth by 2030
The Motley Fool· 2025-09-18 09:30
Amazon has the potential to be a top growth stock in the market.Amazon (AMZN -1.20%) is one of the world's most recognizable companies. Its e-commerce platform is responsible for delivering billions of dollars worth of goods every year in over 100 countries around the globe, and has led the e-commerce revolution. However, the e-commerce shift has largely played out, and with artificial intelligence (AI) investing dominating the market, it may seem like Amazon stock is out of favor.But that's not the case. A ...
中金:线上平台板块呈上升趋势 基本面+AI期权价值逻辑不改
智通财经网· 2025-09-18 08:43
行业整体表现与投资逻辑 - 线上平台板块整体上涨行情 市场情绪回升 基本面超预期 AI应用加速落地 [1] - 板块整体估值处于合理区间 投资逻辑以基本面为锚 AI贡献期权边际增量 [1] - 基本面选择要素包括竞争格局好 业务景气度高 估值偏低或合理 [1] - AI期权价值聚焦于AI应用方向布局有独特优势的公司 [1] 广告行业 - 2Q25整体线上广告大盘同比增长15.7% [1] - 不同平台广告增速分化加速 具备赛道红利或新变现增量公司保持不错同比增长 [1] - AI对国内广告平台赋能逐步体现 部分公司尝试端到端生成式推荐系统 [1] - 大模型和推荐结合或首先利好第二或第三广告平台 [1] 游戏行业 - 中国游戏市场规模2Q25同比增长10.3% [1] - 供给侧2025年1-8月发放版号总数同比增长20% 游戏公司对新游上线有更多支配权 [1] - 需求侧用户对长青头部游戏 热门赛道加创新玩法非绝对头部游戏有热情 [1] 生产力工具 - 美图1H25付费会员数同比增长42.5% 付费率环比提升至5.5% [2] - 美图生产力场景订阅渗透率达8% [2] - 可灵2Q25收入2.5亿元 公司预计2025年可灵AI收入为9亿元 [2] 泛娱乐出海 - 新产品快速起量 老业务企稳加新业务增量加股东回报支撑估值修复 [2] - 赤子城1H25收入同比增长40% [2] - Yalla游戏收入2Q25同比增长17% [2] - MOMO海外收入2Q25同比增长73% [2] 投资标的 - 核心推荐腾讯控股(00700) [3] - 建议关注快手-W(01024) 网易-S(09999) 赤子城科技(09911) [3]