Category: 3. Business

  • Motorola Solutions (MSI) Margin Gains Reinforce Bullish Narrative Despite Slower Growth Versus Market

    Motorola Solutions (MSI) Margin Gains Reinforce Bullish Narrative Despite Slower Growth Versus Market

    Motorola Solutions (MSI) posted standout earnings growth of 35.6%, significantly outpacing its 5-year average of 15.1% per year. Profit margins climbed to 18.7% from last year’s 14.7%, and while earnings and revenue are forecast to rise at 9.09% and 6.8% per year respectively, both figures trail the broader US market averages. For investors, the improving margins and steady growth profile make the latest results look constructive, especially with shares trading below analyst price targets and no major risks flagged in the recent report.

    See our full analysis for Motorola Solutions.

    The real challenge now is to see how these fresh numbers stack up against the market’s widely followed narratives. Some long-held assumptions may get reinforced, while others could face a reality check.

    See what the community is saying about Motorola Solutions

    NYSE:MSI Earnings & Revenue History as at Nov 2025
    • Analysts expect profit margins to climb from 19.1% today to 20.2% in 3 years, highlighting the impact of a growing mix of high-margin software and managed services.

    • Consensus narrative highlights how recurring software and services, such as command center and video solutions, are driving operating leverage and more resilient earnings growth.

      • The company’s record multi-year contract wins and expanding backlog lend visibility to these projections. This reinforces the claim that a focus on integrated smart technologies is underpinning durable margin expansion.

      • High attachment rates on new hardware and international deployments of SaaS/cloud applications are expected to further accelerate the shift toward more stable, recurring revenue streams.

    • The balance between recurring revenue growth and increased visibility into future cash flows has become a key underpinning of the analysts’ consensus view on margins and earnings durability.

    📊 Read the full Motorola Solutions Consensus Narrative.

    • Revenue is forecast to grow at 6.8% annually, which is slower than the US market average of 10.3%, but sustained by major contract wins and structural sector tailwinds.

    • Consensus narrative notes that while rising demand for advanced public safety tech and upgrades in core infrastructure are boosting Motorola’s backlog, several headwinds could still impact growth.

      • Competition from large tech and defense firms targeting cloud video and unmanned systems could pressure pricing and future earnings, as the narrative points to an increasingly crowded playing field.

      • Reliance on government contracts exposes Motorola to potential volatility, given these contracts depend on government budgets and shifting policy priorities.

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  • Fu Yu (SGX:F13) investors are sitting on a loss of 43% if they invested five years ago

    Fu Yu (SGX:F13) investors are sitting on a loss of 43% if they invested five years ago

    Ideally, your overall portfolio should beat the market average. But even the best stock picker will only win with some selections. At this point some shareholders may be questioning their investment in Fu Yu Corporation Limited (SGX:F13), since the last five years saw the share price fall 55%. On the other hand the share price has bounced 9.4% over the last week.

    With that in mind, it’s worth seeing if the company’s underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.

    Trump has pledged to “unleash” American oil and gas and these 15 US stocks have developments that are poised to benefit.

    Fu Yu wasn’t profitable in the last twelve months, it is unlikely we’ll see a strong correlation between its share price and its earnings per share (EPS). Arguably revenue is our next best option. When a company doesn’t make profits, we’d generally hope to see good revenue growth. That’s because fast revenue growth can be easily extrapolated to forecast profits, often of considerable size.

    Over half a decade Fu Yu reduced its trailing twelve month revenue by 8.1% for each year. While far from catastrophic that is not good. With neither profit nor revenue growth, the loss of 9% per year doesn’t really surprise us. The chance of imminent investor enthusiasm for this stock seems slimmer than Louise Brooks. Not that many investors like to invest in companies that are losing money and not growing revenue.

    The image below shows how earnings and revenue have tracked over time (if you click on the image you can see greater detail).

    SGX:F13 Earnings and Revenue Growth November 1st 2025

    Take a more thorough look at Fu Yu’s financial health with this free report on its balance sheet.

    We’ve already covered Fu Yu’s share price action, but we should also mention its total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Fu Yu’s TSR of was a loss of 43% for the 5 years. That wasn’t as bad as its share price return, because it has paid dividends.

    Investors in Fu Yu had a tough year, with a total loss of 19%, against a market gain of about 31%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, last year’s performance may indicate unresolved challenges, given that it was worse than the annualised loss of 7% over the last half decade. We realise that Baron Rothschild has said investors should “buy when there is blood on the streets”, but we caution that investors should first be sure they are buying a high quality business. It’s always interesting to track share price performance over the longer term. But to understand Fu Yu better, we need to consider many other factors. Take risks, for example – Fu Yu has 2 warning signs (and 1 which is a bit concerning) we think you should know about.

    But note: Fu Yu may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast).

    Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Singaporean exchanges.

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

    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.

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  • WESFX, WEFCX, WEIFX Investors Have Opportunity to Lead Wildermuth Fund Securities Fraud Lawsuit with the Schall Law Firm – Business Wire

    1. WESFX, WEFCX, WEIFX Investors Have Opportunity to Lead Wildermuth Fund Securities Fraud Lawsuit with the Schall Law Firm  Business Wire
    2. DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of …  Bluefield Daily Telegraph
    3. Shuttered Wildermuth Fund, Auditor Withum Sued Over Valuations  Bloomberg Law News
    4. WESFX; WEFCX; WEIFX INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Wildermuth Fund Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit  Morningstar
    5. Wildermuth Fund Securities Lawsuit Investigation  Claim Depot

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  • Assessing Valuation After Strong Year-to-Date Share Price Surge

    Assessing Valuation After Strong Year-to-Date Share Price Surge

    AngloGold Ashanti (NYSE:AU) stock has seen interesting movement lately, particularly with a $68 close and noticeable performance over the past month and 3 months. Investors may be reviewing its recent returns to assess next steps.

    See our latest analysis for AngloGold Ashanti.

    AngloGold Ashanti’s momentum has attracted attention, with its share price up 179% year-to-date. The miner has delivered a remarkable 159% total shareholder return over the past year. After surging in recent quarters, short-term momentum appears to be cooling. However, long-term shareholders are still sitting on impressive gains.

    If AngloGold’s run has you wondering what other fast-moving opportunities are out there, now is a great time to broaden your search and discover fast growing stocks with high insider ownership

    With shares still sitting well below analyst targets, AngloGold’s current valuation raises the question: is the recent rally just the start, or is the company’s future growth already reflected in its price?

    AngloGold Ashanti’s fair value is now pegged at $70.50, slightly above its last closing price of $68. This gap has fueled fresh debate over whether the stock’s rally still leaves room for further upside.

    Ongoing optimization of asset portfolio toward lower-risk jurisdictions, combined with disciplined cost control (notably, stable cash cost and AISC in real terms despite sectoral inflation) is improving production stability and supporting structurally stronger net margins. Organic production growth from brownfield projects (Obuasi ramp-up, Cuiabá, Siguiri, Geita, and upcoming Nevada developments) is set to increase output volumes and extend mine life, driving future revenue and earnings growth over the next decade.

    Read the complete narrative.

    Want to know what’s really powering this valuation? This narrative hinges on big operational shifts and ambitious growth targets that could rewrite the company’s trajectory. If you’re curious which forecasted leaps and pivotal performance drivers the analysts believe will justify a higher price, you’ll want to see the full breakdown.

    Result: Fair Value of $70.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what’s behind the forecasts.

    However, rising costs and delays in new project approvals could affect AngloGold Ashanti’s outlook if these headwinds intensify in the coming quarters.

    Find out about the key risks to this AngloGold Ashanti narrative.

    If you see the story differently or want to dig into the numbers on your own terms, you can craft your own perspective in just a few minutes, so why not Do it your way

    A great starting point for your AngloGold Ashanti research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

    Ready to level up your investing? Uncover new opportunities and avoid missing out by using the Simply Wall Street Screener to target stocks with the strongest growth, value, and innovative edge in today’s market.

    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 AU.

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

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  • J.P. Morgan Finds Women Are Driving Their Own Financial Success — Not Waiting To Inherit It

    J.P. Morgan Finds Women Are Driving Their Own Financial Success — Not Waiting To Inherit It

    Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.

    A growing number of women are actively shaping their own financial futures by investing and building wealth on their own terms, according to J.P. Morgan Wealth Management’s latest investor study. These women are taking control of their financial journeys in ways that go beyond the old narrative of waiting to inherit wealth.

    The study found that though many older women are already benefitting from the Great Wealth Transfer, younger women aren’t waiting on their share to build wealth on their own. The survey of 1,000 investors with a minimum of $25,000 in investable assets found that of those women who are expecting to receive an inheritance, 93% said they aren’t depending on that money to reach their financial goals. And 69 % of those with a financial plan said they were on track to meet their 2025 resolutions.

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    Nearly three-fourths of the J.P. Morgan survey said having money gives them security, and 64% of Gen Z and millennial women said it gives them freedom and choices. That sense of control often comes from having a clear plan. The survey found that those who take the time to create a clear investment strategy are nearly three times more likely to feel confident about hitting their goals.

    If you’re just getting started on your financial journey, here are a few steps that can help you reach your money goals:

    • Automate your investing. Consistency beats perfection when it comes to building wealth. Set up recurring deposits so you’re consistently putting money to work and won’t have to rely on willpower to remember to save or invest each month.

    • Diversify your portfolio. Never put all your eggs in one basket. Mix different types of assets, like stocks, bonds and index funds, to spread out risk.

    Trending: From Moxy Hotels to $12B in Real Estate — The Firm Behind NYC’s Trendiest Properties Is Letting Individual Investors In.

    • Keep learning. The more you know, the more confident you’ll feel about your money. Follow finance newsletters like the Morning Brew or podcasts like The Ramsey Show to stay educated.

    • Check in on your goals. Your financial goals will evolve as your life does. Revisit your plan at least once a year and adjust it as your life changes.

    • Build an emergency fund. Before you start investing, make sure you have a safety net to fall back on. Aim to save at least three to six months’ worth of expenses in an easily accessible account.

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  • Adobe (ADBE) Positions Itself as an AI “One-Stop Shop” — Analysts Remain Bullish

    Adobe (ADBE) Positions Itself as an AI “One-Stop Shop” — Analysts Remain Bullish

    Adobe Inc. (NASDAQ:ADBE) is one of the  AI Stocks in the Spotlight This Week. On October 30, Barclays analyst Saket Kalia reiterated an Overweight rating on the stock with a $465.00 price target.

    The firm sees AI momentum and ARR growth as key value drivers for the company despite accounting shift concerns.

    Barclays highlighted three key takeaways from Adobe’s MAX user conference and analyst Q&A. One of these takeaways is how the company is striving to be a “one stop shop” for creative design by bringing in outside models.

    Despite broader concerns about the impacts of generative AI, the company is experiencing growth in seats/content creation.

    Pixabay/Public Domain

    Adobe is also transitioning toward a Total ARR reporting/guidance framework, which is a concern that may be met with scepticism. However, analysts believe that continued double digit growth will serve as a real value driver for the company.

    Finally, Adobe’s conversational experiences may increase costs initially, the analysts noted. However, they will likely decrease opex spend used for training over time.

    “Three key takeaways from Adobe’s MAX user conference and analyst Q&A: (1) ADBE’s strategy for AI is to aggregate third party models for the customer to use Adobe as the ‘one-stop-shop’ for creative design, and it sounds like the company is seeing ‘unambiguous’ growth in seats/content creation despite the fear of headwinds from Gen AI; (2) Adobe will be moving to a Total ARR reporting/guidance framework, which marks the second change in as many years for financial disclosure and will likely be met with skepticism, but we think that it is more important that the customer groupings should continue to grow double digits, which is the real driver of value for the company; and (3) we discuss the conversational experiences Adobe announced at the opening keynote and that while third-party inferencing may drive costs higher, this should alleviate some opex spend used for training.”

    Adobe Inc. (NASDAQ:ADBE) is a software company that provides digital marketing and media solutions.

    While we acknowledge the potential of ADBE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

    READ NEXT: 10 AI Stocks Analysts Are Watching Closely and 11 Must-Watch AI Stocks on Wall Street

    Disclosure: None.

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  • Qualcomm (QCOM) Unveils New AI Chips, Secures Data Center Deal — Analysts Still Neutral

    Qualcomm (QCOM) Unveils New AI Chips, Secures Data Center Deal — Analysts Still Neutral

    QUALCOMM Incorporated (NASDAQ:QCOM) is one of the AI Stocks in the Spotlight This Week. On October 28, Citi raised the firm’s price target on the stock to $175 from $170 and kept a Neutral rating on the shares.

    The rating follows QCOM’s announcement of two products for artificial intelligence, along with a deal with Saudi Arabia’s startup Humain.

    The company unveiled two artificial intelligence chips for data centers, on October 27, which will be available next year. The two new chips, known as AI200 and AI250, are designed for improved memory capacity and running AI applications, or inference.

    Meanwhile, the deal with Humain will allow QCOM to supply Humain with up to 200 megawatts of capacity. This deal, the firm believes, represents a $1.0B in sales and 25c earnings per share opportunity for the company.

    Discussing the two developments, the firm stated how QCOM’s recent rally has been due to a short squeeze but is doubtful whether the company will be successful in AI considering how it is “several years behind” AMD (AMD) and Nvidia (NVDA).

    QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies, supplies chips for mobile, automotive, and IoT, licenses patents, and invests in emerging tech.

    While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

    READ NEXT: 10 AI Stocks Analysts Are Watching Closely and 11 Must-Watch AI Stocks on Wall Street

    Disclosure: None.

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  • Chinese premier chairs meeting on expanding institutional opening up

    BEIJING, Oct. 31 — Chinese Premier Li Qiang on Friday presided over a State Council executive meeting that reviewed measures to expand institutional opening up in key areas and promote the large-scale application of new scenarios.

    It called for active efforts to promote alignment with high-standard international economic and trade rules, and to leverage the advantages of high-level opening-up platforms, including pilot free trade zones and the Hainan Free Trade Port, to enhance the effectiveness of institutional opening up.

    It also emphasized the need to harness the advantages of China’s ultra-large-scale market and diverse application scenarios, and to prioritize the development of a batch of new application scenarios.

    More efforts should be made to advance infrastructure and platform construction, and to provide legal, institutional and policy support to foster a favorable environment for innovation, the meeting said.

    The meeting also reviewed and approved a draft regulation on preventing and controlling forest and grassland fires.

    It urged strengthened inspections and patrols, and called for fine-tuned emergency plans.

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  • How Investors May Respond To Marubeni (TSE:8002) Expanding Solar Power Supply to AEON Stores in Japan

    How Investors May Respond To Marubeni (TSE:8002) Expanding Solar Power Supply to AEON Stores in Japan

    • AEON announced that a unit of Marubeni Corporation will supply solar power to its stores in Japan, expanding renewable energy solutions in the retail sector.

    • This collaboration highlights Marubeni’s growing participation in Japan’s solar power market as retailers increase their renewable energy adoption.

    • We’ll explore how Marubeni’s enhanced presence in renewable energy could influence its investment narrative and future growth prospects.

    Find companies with promising cash flow potential yet trading below their fair value.

    For Marubeni shareholders, the big picture hinges on believing in the company’s ability to capture global growth opportunities while managing risks from diverse, sometimes volatile sectors. The news that Marubeni may acquire TiAuto in South Africa stands out as a potentially meaningful move: this could offer access to Africa’s largest vehicle market at a time when automotive demand is on the rise, but it also brings new geographic and operational risks to the forefront. Meanwhile, Marubeni’s expanding activity in solar, highlighted by the AEON contract, reinforces its investment narrative in renewables. In the short term, such expansion could lift growth catalysts and sentiment, but investors should weigh this against challenges like board turnover and a modest outlook for profit and revenue growth compared to the broader Japanese market. Near-term catalysts may shift if the TiAuto acquisition proceeds, given the increased exposure to emerging markets.

    But with fresh board changes and new market entries, unexpected shocks remain a risk for investors. Marubeni’s shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.

    TSE:8002 Community Fair Values as at Oct 2025

    With five community fair value estimates on Simply Wall St, views on Marubeni range from ¥1,439 to ¥3,901 per share, indicating both cautious and bullish outlooks. This diversity sits against recent acquisition news, reminding you that market opinions often diverge, consider several perspectives before deciding.

    Explore 5 other fair value estimates on Marubeni – why the stock might be worth less than half the current price!

    Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

    Right now could be the best entry point. These picks are fresh from our daily scans. Don’t delay:

    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 8002.T.

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

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  • Lundin Mining Announces Updated Share Capital and Provides Update on Share Buybacks

    Lundin Mining Announces Updated Share Capital and Provides Update on Share Buybacks

    Lundin Mining Announces Updated Share Capital and Provides Update on Share Buybacks

    October 31, 2025

    VANCOUVER, BC, Oct. 31, 2025 /CNW/ – (TSX: LUN) (Nasdaq Stockholm: LUMI) Lundin Mining Corporation (“Lundin Mining” or the “Company”) reports the following updated share capital and voting rights, in accordance with the Swedish Financial Instruments Trading Act. View PDF 

    The number of issued and outstanding shares of the Company has increased by 149,458 to 856,555,834 common shares with voting rights as of October 31, 2025. The increase in the number of issued and outstanding shares from October 1, 2025 to date is a result of the exercise of employee stock options or the vesting of employee share units. During this period, the Company did not purchase any shares for cancelation under its Normal Course Issuer Bid program.

    Normal Course Issuer Bid

    Under the Company’s shareholder distribution policy, the Company is committed to allocating up to US$150 million in annual share buybacks through the NCIB program. So far during 2025, Lundin Mining has acquired 12,629,000 common shares at a cost of approximately US$104 million.

    About Lundin Mining

    Lundin Mining is a diversified base metals mining company with operations or projects in Argentina, Brazil, Chile, and the United States of America, primarily producing copper, gold and nickel.

    The information in this release is subject to the disclosure requirements of Lundin Mining under the Swedish Financial Instruments Trading Act. The information was submitted for publication, through the agency of the contact persons set out below on October 31, 2025 at 16:00 Pacific Time.

    Lundin Mining Announces Updated Share Capital and Provides Update on Share Buybacks (CNW Group/Lundin Mining Corporation)

    SOURCE Lundin Mining Corporation

    For further information, please contact: Stephen Williams, Vice President, Investor Relations: +1 604 806 3074; Robert Eriksson, Investor Relations Sweden: +46 8 440 54 50

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