- Aerodrome Heads to the U.S. – Is This Merger a Game-Changer or Just Smoke and Mirrors?
The company signed a non-binding term sheet to acquire a U.S. drone firm in a deal valued at a minimum of $32 million. Where will the money come from? And does this signal struggles in fulfilling its major order?
18/02/2025 - Teva's CEO on the Stock Decline, Expectations, and the Company’s Vast Potential
Richard Francis, Teva’s CEO, remains optimistic despite high investor expectations. He discusses the company’s growth drivers, the importance of R&D investment, and why these efforts will pay off in the long run.
17/02/2025 - "Market Concerns Are More Relevant to Nvidia, Less to Nova and Camtek"
Nova and Camtek reported strong earnings and solid guidance last week, but while Nova's stock surged, Camtek's pulled back. "I think investors are less familiar with Camtek, which is unjustified," says Sergey Vastchenok from Oppenheimer. Is there a bigger opportunity in Camtek compared to Nova, and why is the DeepSeek turmoil actually a positive signal for both companies?
16/02/2025 - End of Uncertainty: Electricity Authority’s Decision Sends Meshek and Shikun & Binui Energy Soaring
After months of deliberation, the Electricity Authority has decided to soften the restrictions it initially planned to impose on electricity prices charged by private power producers operating the privatized power stations. The companies will now be allowed to charge up to 40% above the cost of gas, a move expected to generate savings of 400 million shekels.
16/02/2025 Interview
Delta Galil investors were left disappointed by the latest earnings report: are they right?Despite a record-breaking year with 10% revenue growth and a 20% increase in profits, the company’s 2025 guidance failed to impress investors, sending the stock lower in Tel Aviv trading. In a conversation with Bizportal, Delta’s CEO and controlling shareholder Isaac Dabah and CFO Yaniv Bendek try to explain the results and share their outlook for the company’s future.
16/02/2025- Israel Consumer Price Index (CPI) in January rose by 0.6%, hitting the upper end of economists' fore
With inflation still high, a budget that remains loose and far from approval, and rising inflation in the U.S. that could spill over into the local market, the chances of an early interest rate cut are fading. While most economists still anticipate a rate cut in the second quarter, the immediate prospects for monetary easing are diminishing.
16/02/2025 - The Bombs Have Arrived – What’s Behind the U.S. Shipment?
Why are these bombs needed, how much do they cost, and could they be used for a strike on Iran? Defense Minister Israel Katz calls the shipment "a significant asset for the Air Force and the IDF" and thanks President Trump and the U.S. administration for their unwavering support of Israel.
16/02/2025 Interview
CyberArk Chairman: “I Can’t Recall a Year in the Last Decade When We Didn’t Hire, Including in IsraeCyberArk has crossed the $1 billion revenue threshold, surpassed $20 billion in market capitalization, and continues to expand through acquisitions and partnerships. Chairman and Founder Udi Mokady emphasizes that the company is no longer just about PAM - it’s now a leader in identity security.
16/02/2025- Reaching the Summit – Bank Leumi Surpasses Teva, Now Valued at 70 Billion Shekels
Leumi Bank has led the charge among Israel’s banks in recent years, and it now officially becomes the largest publicly traded company on the Tel Aviv Stock Exchange. The question now is how Leumi reached the top and whether it can stay there.
12/02/2025