Author: admin

Continue Reading

  • ‘Anything can happen’ – Max Verstappen outlines Qatar Grand Prix expectations as he bids to keep title chances alive

    ‘Anything can happen’ – Max Verstappen outlines Qatar Grand Prix expectations as he bids to keep title chances alive

    Max Verstappen reluctantly accepted that the issues plaguing his Red Bull were too great for him to be in the fight for pole position in Qatar, but he was optimistic that “anything can happen” in the upcoming Grand Prix.

    The reigning World…

    Continue Reading

  • Sweden book main round berth after beating Cuba

    Sweden celebrated their second win in two games, this time against Cuba, and secured an early main round spot with one group match to go. On Monday, the Scandinavians will play Brazil for first place in the group and the points to carry over to…

    Continue Reading

  • Another main round spot for Norway as Kazakhstan have one last chance

    Olympic and European champions Norway defeated Kazakhstan as expected in Trier, securing their main round spot at Germany/Netherlands 2025, while the Asian bronze medallists have one last chance to make the second stage, should they beat Republic…

    Continue Reading

  • Samsung's Black Friday Weekend Deals Are Still Cutting Prices on Tablets, Monitors, Phones, and More – PCMag

    1. Samsung’s Black Friday Weekend Deals Are Still Cutting Prices on Tablets, Monitors, Phones, and More  PCMag
    2. Samsung Black Friday deals are live! Save up to $1,800 on TVs, phones  USA Today
    3. If you must get an art TV, get The Frame  The Verge
    4. Samsung…

    Continue Reading

  • Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nebius

    Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nebius

    • CoreWeave and Nebius are growing at incredible rates thanks to the booming demand for data center compute.

    • Both companies seem set to deliver outstanding growth in the long run thanks to their huge backlogs.

    • However, one of these names is trading at a much cheaper valuation than the other one.

    • 10 stocks we like better than CoreWeave ›

    CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) are two companies that have been growing at an incredible pace owing to their business model. These companies are in the business of building data centers capable of running artificial intelligence (AI) workloads and renting them out to hyperscalers, AI companies, or anyone looking to buy dedicated AI data center capacity.

    Formally known as neocloud companies, both CoreWeave and Nebius have seen incredible jumps in their stock prices this year. While CoreWeave is up 84% since its initial public offering (IPO) in late March this year, Nebius stock has shot up a stunning 231% this year. But if you had to choose from one of these two neocloud stocks for your portfolio right now, which one should it be?

    Let’s find out.

    Image source: Getty Images.

    CoreWeave went public toward the end of March, and it was the biggest tech IPO in the U.S. since 2021. Shares of the company rose impressively over the next few months and hit a high on June 20. However, it has been all downhill for CoreWeave since then, with the stock losing over 60% of its value.

    CoreWeave investors got another shock recently after the company released its third-quarter results. Though it reported massive year-over-year growth of 134% in its revenue to $1.36 billion, CoreWeave had to slightly reduce its full-year guidance. It now expects full-year revenue to land at $5.1 billion at the midpoint of its guidance range, down from the earlier estimate of $5.25 billion.

    The company had to trim its guidance because of a delay in the delivery of data center capacity by a third-party developer. CoreWeave said that this delay is temporary, and the impacted customer has agreed to maintain the total contract value and has adjusted the delivery schedule. So, this is a short-term impact that CoreWeave should be able to overcome.

    Importantly, CoreWeave’s long-term growth story remains intact. That’s evident from the company’s massive revenue backlog of just under $56 billion at the end of the previous quarter. CoreWeave was sitting on a backlog of $15 billion a year ago, so this metric almost quadrupled. The massive leap in CoreWeave’s backlog can be attributed to the ever-growing demand for AI compute capacity.

    The company has received massive contracts from Meta Platforms, OpenAI, and other hyperscalers who are looking to purchase AI compute capacity. As a result, CoreWeave is bringing new capacity online at an aggressive pace. It increased its contracted data center power capacity by 600 megawatts (MW) to 2.9 gigawatts in Q3.

    Additionally, it brought online 120 MW of new capacity in Q3. CoreWeave had a total active data center capacity of 590 MW at the end of the previous quarter. The contracted capacity makes it clear that CoreWeave is on track to bring online more capacity, and that should allow it to convert its sizable backlog into revenue.

    Another thing worth noting here is that CoreWeave has built a diversified customer base. It now has 10 large customers, thereby reducing its reliance on one or two names, and almost all of them have signed multiple contracts with CoreWeave. So, this AI stock seems primed to regain its mojo, and the huge demand for AI computing power should ensure that it keeps growing at a terrific pace in the long run.

    Just like CoreWeave, even Nebius is getting massive contracts from customers such as Microsoft and Meta. Though Nebius is a relatively small company when compared to CoreWeave, it can scale up quickly thanks to its recent deals.

    The company’s Q3 revenue was up by a whopping 355% year over year to $146 million. The multibillion-dollar contracts that Nebius has signed of late suggest that its remarkable growth is sustainable. Microsoft awarded a deal worth $17.4 billion to $19.4 billion to Nebius in September to purchase AI compute capacity from the latter over a five-year period.

    Meta has also joined the company’s client list with a five-year contract valued at $3 billion. Nebius, therefore, is sitting on a revenue backlog of more than $20 billion. Fortunately, Nebius is now going to boost its data center capacity at a faster pace.

    The company was earlier expecting to have 1 GW of contracted data center capacity at its disposal by the end of 2026. It has now bumped up that target to 2.5 GW. Even better, Nebius plans on boosting its active data center capacity from an estimated 220 MW at the end of 2025 to a range of 800 MW to 1 GW by the end of next year.

    So there is a good chance of Nebius clocking much faster growth in revenue going forward, and that’s what even analysts are expecting from the company.

    NBIS Revenue Estimates for Current Fiscal Year Chart
    Data by YCharts.

    Clearly, both CoreWeave and Nebius are high-growth companies that can help investors capitalize on the AI infrastructure boom. However, when it comes to choosing one of these stocks, there is a clear winner.

    CRWV PS Ratio Chart
    Data by YCharts.

    CoreWeave stock trades at a significantly cheaper sales multiple right now. In fact, it can be bought at a discount to the U.S. technology sector’s average price-to-sales ratio of 8.4, despite its stunning growth. Moreover, CoreWeave has a more diversified customer base and a much bigger backlog, while much of Nebius’ growth is currently dependent on just two customers.

    Of course, even Nebius can turn out to be a solid investment in the long run, but if you’re looking to choose from one of these two neocloud companies right now, CoreWeave looks like a better buy from a valuation standpoint.

    Before you buy stock in CoreWeave, consider this:

    The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

    Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $580,171!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,084,986!*

    Now, it’s worth noting Stock Advisor’s total average return is 1,004% — a market-crushing outperformance compared to 194% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

    See the 10 stocks »

    *Stock Advisor returns as of November 24, 2025

    Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

    Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nebius was originally published by The Motley Fool

    Continue Reading

  • Drew McIntyre Reacts To Not Being Part Of John Cena’s WWE Retirement Tour

    Drew McIntyre Reacts To Not Being Part Of John Cena’s WWE Retirement Tour

    Drew McIntyre and…

    Continue Reading

  • Is Restaurant Brands International’s 10% Rally Justified After Expansion News?

    Is Restaurant Brands International’s 10% Rally Justified After Expansion News?

    • Ever wondered if Restaurant Brands International stock is truly a bargain or just getting a lot of buzz? Let’s break down the factors that matter most to valuation-focused investors.

    • The share price has climbed 9.6% over the last month and is up 10.4% year-to-date, sparking fresh debate around growth potential and shifting risk perceptions.

    • Recent headlines have centered on the company’s strategic expansion moves and partnerships, which have drawn positive attention from both Wall Street watchers and sector peers. This context helps explain part of the recent share price momentum and suggests the market may be reassessing Restaurant Brands International’s long-term prospects.

    • On our proprietary Value Score, Restaurant Brands International lands at 2 out of 6 for undervalued signals. We’ll walk through a few classic ways to value the stock, and at the end, I’ll share what might be a more insightful, all-encompassing way to judge what QSR is worth.

    Restaurant Brands International scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown.

    A Discounted Cash Flow (DCF) valuation estimates a company’s true worth by projecting future cash flows and discounting them back to their present value. This method helps investors see beyond current market prices, focusing instead on what the business may generate in free cash over many years.

    For Restaurant Brands International, the latest twelve-month Free Cash Flow (FCF) is $1.30 Billion. According to analyst consensus, FCF is expected to grow, reaching $2.39 Billion by 2028. Only the first 5 years are based on direct analyst estimates. Forecasts beyond that rely on longer-range extrapolation models provided by Simply Wall St, which show steady FCF growth building towards 2035.

    Based on this DCF approach, the resulting intrinsic value comes out at $89.13 per share. Compared to the company’s current share price, this signals the stock is trading at an 18.8% discount to its estimated fair value, implying it is undervalued by a notable margin right now.

    Result: UNDERVALUED

    Our Discounted Cash Flow (DCF) analysis suggests Restaurant Brands International is undervalued by 18.8%. Track this in your watchlist or portfolio, or discover 921 more undervalued stocks based on cash flows.

    QSR Discounted Cash Flow as at Nov 2025

    Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Restaurant Brands International.

    For profitable companies like Restaurant Brands International, the Price-to-Earnings (PE) ratio is a widely used benchmark for valuation. It shows how much investors are paying for each dollar of earnings, which makes it especially effective when assessing steady income generators.

    Continue Reading

  • Is Qualys Fairly Priced After Latest Product Announcements and a 14.9% Share Price Jump?

    Is Qualys Fairly Priced After Latest Product Announcements and a 14.9% Share Price Jump?

    • Wondering if Qualys might be undervalued or poised for a comeback? You are not alone, as many investors are asking the same question amid shifting market dynamics.

    • Qualys’ share price jumped 14.9% over the last month but is still down 8.3% over the past year, hinting at renewed interest and changing risk perceptions for the stock.

    • Much of the recent buzz around Qualys follows its latest product innovation announcements and industry partnerships, which have caught the attention of analysts and investors. These developments are viewed as catalysts for both future growth and the recent uptick in price.

    • Our initial valuation check gives Qualys a score of 3 out of 6, but that is just one lens. Let’s unpack the main valuation methods and explore if there is an even better way to assess the company’s fair value by the end of this article.

    Find out why Qualys’s -8.3% return over the last year is lagging behind its peers.

    A Discounted Cash Flow (DCF) model estimates a company’s intrinsic value by projecting its future cash flows and then discounting these figures back to reflect their value today. This approach helps investors understand what the company ought to be worth based on its actual ability to generate cash, rather than just accounting profits.

    For Qualys, the latest reported Free Cash Flow sits at $271.1 million. Analyst estimates suggest Free Cash Flow will continue to grow, reaching roughly $320.5 million by the end of 2029. While analysts typically provide forecasts for up to five years, projections beyond this horizon are extrapolated by Simply Wall St. This offers a longer-term perspective on growth.

    Using the 2 Stage Free Cash Flow to Equity model and discounting these future cash flows at an appropriate rate, the DCF model calculates an intrinsic value per share of $155.67. With the current market price reflecting a 9.5% discount to this estimated fair value, DCF analysis suggests that Qualys shares are very close to being fairly valued.

    Result: ABOUT RIGHT

    Qualys is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment’s notice. Track the value in your watchlist or portfolio and be alerted on when to act.

    QLYS Discounted Cash Flow as at Nov 2025

    Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Qualys.

    The Price-to-Earnings (PE) ratio is a widely used valuation metric for profitable companies because it relates what investors are willing to pay for a share relative to the company’s annual earnings. For companies like Qualys that consistently generate profits, the PE ratio makes it easier to compare their valuation to other software firms and to broader market benchmarks.

    Continue Reading

  • Is Rockwool Fairly Priced After 3.6% Share Price Rise and Sustainability Push?

    Is Rockwool Fairly Priced After 3.6% Share Price Rise and Sustainability Push?

    • Ever wonder if Rockwool is trading at a bargain or charging a premium? You are not alone. Diving into the valuation story could make all the difference for savvy investors.

    • After some swings, Rockwool’s share price has ticked up 3.6% over the past week, even though it remains down 14.5% year-to-date and 13.6% over the last 12 months.

    • Much of this recent volatility lines up with headlines highlighting Rockwool’s ambitious plans to expand sustainable insulation offerings and ongoing sector shifts tied to green building regulations. Analysts have also been abuzz about increased investments in innovation, signaling both opportunities and evolving risks for shareholders.

    • When it comes to valuation, Rockwool scores a solid 5 out of 6 on our undervaluation checklist, suggesting it passes most of the key value tests. In the next sections, we are going to dig deeper into the methods behind these numbers. Stick around, because we will also show you a smarter way to size up Rockwool’s real value.

    Find out why Rockwool’s -13.6% return over the last year is lagging behind its peers.

    The Discounted Cash Flow (DCF) valuation method estimates a company’s true worth by extrapolating its future cash flows and discounting them back to today in order to account for risk and the time value of money. This approach offers a clearer gauge of intrinsic value compared to volatile market swings.

    For Rockwool, the most recent twelve months’ Free Cash Flow stands at €383.88 million. Analyst forecasts extend for the next five years, projecting Free Cash Flow to reach around €287 million by the end of 2029. Beyond that horizon, projections are derived using long-term growth assumptions, with free cash flow expected to gradually increase through 2035. All estimates are provided in euros, as Rockwool reports in this currency.

    The DCF model synthesizes these projections and arrives at a fair value of €219.12 per share. At the time of this analysis, Rockwool’s share price reflects a 0.8% discount to this theoretical fair value. This suggests the stock is trading almost in line with its underlying business fundamentals.

    Result: ABOUT RIGHT

    Rockwool is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment’s notice. Track the value in your watchlist or portfolio and be alerted on when to act.

    ROCK B Discounted Cash Flow as at Nov 2025

    Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Rockwool.

    The Price-to-Earnings (PE) ratio is a favored metric for valuing profitable companies like Rockwool, as it provides a direct comparison between a company’s share price and its earnings. Investors use the PE ratio to gauge how much they are paying for each unit of earnings. This makes it especially relevant for established businesses with reliable profit streams.

    A “normal” or “fair” PE ratio can vary significantly depending on a company’s growth prospects and risk profile. Companies with higher expected growth or lower risk often warrant higher PE multiples, while slower-growth or riskier companies typically command lower values.

    Currently, Rockwool trades at a PE ratio of 12.2x. This is notably below the Building industry average of 19.1x and its peer group average of 19.9x. This suggests that the market is pricing Rockwool more conservatively than many of its counterparts. Instead of just comparing against these benchmarks, Simply Wall St uses a proprietary “Fair Ratio,” which reflects what a reasonable PE would be by taking into account factors like Rockwool’s earnings growth potential, profit margins, industry dynamics, market cap, and company-specific risks. For Rockwool, the Fair Ratio is calculated at 14.6x.

    Unlike simple peer or sector comparisons, the Fair Ratio offers a more tailored view by considering the full financial picture rather than just superficial market links. This results in a much more relevant benchmark for fair valuation.

    With Rockwool trading at 12.2x compared to a Fair Ratio of 14.6x, the stock appears slightly undervalued, but the gap is modest.

    Result: ABOUT RIGHT

    CPSE:ROCK B PE Ratio as at Nov 2025
    CPSE:ROCK B PE Ratio as at Nov 2025

    PE ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1438 companies where insiders are betting big on explosive growth.

    Earlier, we mentioned that there is an even better way to understand valuation. Let us introduce you to Narratives. A Narrative is your story about a company; it is how you connect your own perspective to Rockwool’s actual numbers, such as your fair value estimate and expectations for future growth and profitability.

    With Narratives, you tie together the company’s underlying story, a financial forecast based on your assumptions, and a calculation of fair value, all in one place. Narratives make investment decisions more dynamic and personal by allowing you to capture not just what has happened, but what you believe will drive Rockwool’s future results.

    This tool is available directly in the Community page on Simply Wall St, where millions of investors post and update their own Narratives. It is an easy, accessible way to track your viewpoint and compare it to others as new earnings, news, or market conditions come in.

    By using Narratives, you can see instantly whether your fair value, based on your thesis, is above or below the current market price, helping you decide whether it’s time to buy, sell, or hold. For example, some investors are optimistic, projecting a price target for Rockwool as high as DKK360.00, while others are more cautious, seeing fair value closer to DKK249.89. Your Narrative can reflect whichever perspective you believe is most likely.

    Do you think there’s more to the story for Rockwool? Head over to our Community to see what others are saying!

    CPSE:ROCK B Community Fair Values as at Nov 2025
    CPSE:ROCK B Community Fair Values as at Nov 2025

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

    Companies discussed in this article include ROCK-B.CO.

    Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

    Continue Reading